Derrick’s Approach
Derrick A. Longo
MBA
Financial Advisor / Member Owner
Overview
Derrick Longo is a financial advisor at Savant, where he focuses on financial planning and risk management for individuals and businesses and works out of the Huntersville, North Carolina, office. He started working at Savant in 2026 when Exencial Wealth Advisors joined the firm.
Derrick supports clients with comprehensive wealth planning strategies designed to help strengthen long-term financial clarity and support informed decision-making. Before joining Exencial in 2020, he worked for a regional retirement services provider, partnering with businesses and individuals to help them pursue their retirement goals.
He earned a bachelor’s degree in criminal justice and business management from Springfield College in Massachusetts and a Master of Business Administration (MBA) with a concentration in finance from Southern Connecticut State University in New Haven. Derrick spends much of his time away from work raising his five children.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Springfield College
Bachelor of Business Administration in Criminal Justice and Business Management - Southern Connecticut State University
Master of Business Administration (MBA) with a concentration in Finance
Professional Designations
- Master of Business Administration
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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