13801 Reese Boulevard West, Suite 155 Huntersville , NC 28078

704.659.7810

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.

Education &
Designations

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

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