ATLANTIC FAMILY WEALTH
Registered Client Service Associate
Derek Escarra’s professional and educational background led him to a career in finance and wealth management. He joined Atlantic Family Wealth in the summer of 2021, where he is a Registered Client Service Associate holding Series 7 (held by LPL Financial) and Series 66 (held by LPL Financial and Atlantic Family Wealth). As a Client Service Associate, Derek is responsible for account servicing and trading. His goal is to perform at an optimal level earning client trust and loyalty. Derek also remains diligent in the changing regulatory and economic environment.
Derek graduated high school from Belen Jesuit Preparatory School in Miami. The Jesuits taught him the importance of continual personal development, the significance of financial literacy, and assisting those in need. Earning a bachelor’s degree in economics at Florida State University, Derek continued his pursuit of personal growth and academic excellence. Derek attended classes and seminars such as Analysis of Economic Data, The Legal and Ethical Environment of Business, and Econometrics while being an active member of Phi Sigma Theta Nation Honor Society. Throughout his college years, Derek spent much of his free time traveling to low-income areas in North Florida, educating students on his passion for physical fitness and nutrition.
After graduation, Derek began his career at PricewaterhouseCoopers, where he worked alongside attorneys, tax professionals, manufacturing plant managers, and CPAs both domestically and internationally. While working in diverse and complex teams, Derek learned the importance of communication, organization, and collaboration by working with other professionals in major cities and countries such as Argentina, China, Japan, and London. Aiming to enter the banking and finance industry, Derek accepted an offer at a mortgage company in North Miami, where he continued his educational development of U.S. banking and lending regulations.
Derek’s education and ethical background make him an integral part of Atlantic Family Wealth’s success.
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