Achieving what's most important begins with advice you can trust

Today, trusted financial advice is more important than ever. As your Financial Advisor, I take my responsibility to provide that advice very seriously. That's why a comprehensive planning approach informs all of our conversations. It helps me learn all I can about you so we can address your most important priorities. What's more, if your circumstances change over time, or new opportunities arise, I can adjust your plan to ensure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or creating a giving strategy for the people and causes that mean so much, we are well positioned with straightforward advice and a solid plan that will give you greater confidence to pursue all of your life goals–no matter what the environment.

Investment Insights


Derek Geoffrey Frosh

Derek Geoffrey Frosh, CFP, CIMA

Senior Vice President Wealth Management
Portfolio Management Program Financial Advisor

380 Knollwood Street
Suite 250
Winston-Salem, NC 27103

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