Derek Steinbrenner

About Derek Steinbrenner

Helping families manage their wealth and financial well-being to help meet their long-term goals.As a Financial Advisor, consultant, counselor and coach to our clients, we help them with their financial goals and aspirations they have for themselves, their families, and their businesses. We listen to their needs and concerns, help them determine where they want to go, analyze their options, and recommend a path forward. We\'re here to help them think through and tackle difficult financial decisions and challenges (even beyond their portfolios).In partnership with my brother-in-law, Chris, we are a multi-generational advisory team established in 1998 by my father, Paul Steinbrenner, who is now retired. Our team serves high-net-worth families and individuals in Rhode Island and across the country.We help clients build, implement, and manage comprehensive financial strategies encompassing investments, cash flow, lending, insurance, and more. Our areas of focus include investment management, retirement planning, legacy and estate planning strategies, cash flow management, insurance and risk management, and lending solutions. We work with individuals, families, sole-proprietors, small businesses, and charitable foundations. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.Morgan Stanley Smith Barney LLC offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please visit us at or consult with your Financial Advisor to understand these differences.Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC\'s licensed insurance agency affiliates.The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives.

Experience

1. First Vice President Financial Advisor Portfolio Management Dir Financial Planning Specialist

   Morgan Stanley

   Sep 2015 — Present · Newport, RI, US

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Education

• Bowling Green State University

  MA, Organizational Psychology

  1998 — 2001

• Tufts University

  BA, Clinical Psychology

  1993 — 1997

• International Baccalaureate

  High School

  1989 — 1993

• Columbus State University

  MBA, Management

  1997 — 1999