Derek Frame

As an Investment Advisor Representative, Derek acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

“Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.”

Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 7 and 66 Securities License
• Graduate of Bryant University earning his degree in finance & economics

Personal

• While at Bryant – Treasurer & Vice President of Bryant Golf Club, Vice President of Future Business Leaders of America Community Service for the First Tee of CT as a golf instructor
• Currently resides in Middletown, CT
• Outside of work, Derek’s interests include playing golf and basketball, traveling and the stock market

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.