Derrick Dawkins
Vice President
Financial Consultant
Truist Investment Services, Inc.
214 N Tryon Street
33rd Floor,
Charlotte, NC 28202
About me
Background
Derrick is a Financial Consultant passionate about helping families, business owners, and individuals achieve lasting financial well-being. He partners closely with clients to provide comprehensive financial planning, investment management, and retirement strategies tailored to their unique goals. Derrick believes that every financial journey is personal, which is why he takes the time to listen, understand, and design customized plans that foster growth, security, and long-term fulfillment. His approach is rooted in trust, patience, and diligence, ensuring clients feel empowered to make informed decisions with clarity. By building meaningful relationships and focusing on what matters most, Derrick strives to simplify complex financial concepts and deliver guidance that truly makes a difference. His purpose is to help clients create a secure foundation for today while planning for the opportunities of tomorrow.Education
Personal Interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Recommended Resources
Market Pulse March 9, 2026
Market views heading into the week highlight what we're watching and important news ahead.
Economic Data Tracker More pain at the pump is coming
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.
Economic Commentary February job losses
Our view on the economy including rationale on GDP, jobs report, and Fed policy decisions.