7000 Harps Mill Road
Derek Carawan opened Carawan Financial Partners in March of 2006 to have the ability to create personalized investment solutions for a variety of styles and comfort levels, rather than steering clients into investments that only work for the investment firm.
Derek strongly believes in creating personalized plans for his clients. By serving the client to the best of his ability, he believes both parties will find increased satisfaction and rewards.
MOTTO: Building lifelong relationships with our clients comes from caring and sharing the right solutions to solve their family and individual needs.
Derek is a long-term Raleigh resident. He is a graduate of North Carolina State with a degree in Engineering Operations. After 15 years in the Telecom industry, he decided to pursue training in financial advising in order to have a career that allowed him to positively and directly impact people’s lives. He received his degree in Financial Planning from Boston University in 2010. He honed his skills at another investment firm before opening Carawan Financial Partners where he is happy to have an outstanding record of assisting hundreds of clients with their financial planning needs.
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.
President | LPL Financial Advisor
Derek Carawan opened Carawan Financial Partners in March of 2006 to have the ability to create truly personalized investment solutions for a variety of styles and comfort levels, rather than steering clients into investments that only...
Following receipt of her Marketing degree from James Madison University, Emily moved to the Raleigh area where she obtained her Series 6 and Series 63 Securities Registrations and furthered her education by completing her Life, Health...