Tommy Derrick, CLTC®, LUTCF®
Director, Insurance Services
As Director of Insurance Services, Tommy is responsible for overseeing and maintaining the firm’s insurance offerings in addition to supporting Beacon Pointe Advisors and their clients across the country. With nearly 30 years of experience in the financial services industry, Tommy has consulted with hundreds of advisors and clients around risk management issues involving Estate Planning, Business Continuity and Succession Planning, Wealth Transfer, and Personal Protection. Tommy began his career in the Financial Services industry at Prudential, where he served as the Manager of Financial Services. In 2001, Tommy worked for the Royal Bank of Canada where he built an insurance program inside a regional bank, eventually taking their proprietary insurance product portfolio to independent brokerage. Prior to joining Beacon Pointe, he held the Regional Director role at First Protective (now Concourse Financial Group), where he worked to develop business with Independent Advisors, Wealth Managers, and Private Bankers. Tommy graduated from Clemson University in 1989, where he earned a B.S. in Financial Management with an emphasis in Insurance. Tommy is a past qualifying member of the Million Dollar Round Table® and holds the designations of CLTC® and LUTCF®. Tommy currently resides in Greenville, South Carolina with his wife of 32 years, Cathy and their son Clark. In his free time, Tommy enjoys coaching a U11 travel baseball team, playing golf, tailgating Clemson games with friends and family, and taking long Jeep rides with his wife.
