Derek Allsup

Financial Advisor @Wells Fargo Advisors

Tucson, AZ, US
MOBILE NUMBERS
+15•••••••33

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WORK HISTORY

Jun 2025 — Present

Financial Advisor @Wells Fargo Advisors

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Tucson, AZ, US

I assist clients with all of their investment planning and financial services. Whether they are saving for retirement, currently in retirement, or planning for other major life goals, I am here to assist them every step of the way. I utilize a \"planning first\" approach with my clients in order to match products and services to their financial goals to maximize opportunities and minimize risk needed.

EDUCATION

2024 — 2025

Western Governors University

Master of Business Administration, MBA in Business Administration and Management

N/A

University of Arizona

Business Administration and Management, General

2017 — 2018

Western Governors University

Bachelor of Science - BS, Accounting

SKILLS

Mortgage BankingSeries 7BankingMutual FundsHome Equity Lines of CreditPrivate BankingLoansRelationship ManagementSmall Business LendingLines of CreditConsumer LendingSecuritiesCross SellingDepositsCustomer ServiceBranch ManagementCreditRetail BankingMortgage LendingHome Equity LoansWealth ManagementLoan Origination

ABOUT DEREK ALLSUP

I am a highly motivated and successful individual with more than 20 years of experience…

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