Derrek Metz

Derrek Metz is the Managing Partner and Chief Wealth Management Officer (CWMO) at MONECO Advisors, based in New Canaan, CT, where he oversees comprehensive financial planning disciplines that include investment strategy, tax, estate, and overall wealth management. He leads the firm’s advisory teams, driving best-in-class client solutions and enhancing investment and planning processes to serve individuals, families, and businesses.

With more than a decade of experience in financial advisory and leadership, Derrek previously served as Managing Director and Financial Planner at MONECO Advisors, and held senior roles as Registered Principal and Financial Planner at Barnum Financial Group. His investment expertise spans portfolio management, retirement planning, estate strategies, and holistic wealth management, with a focus on high-net-worth individuals, family offices, and private business owners.

Derrek holds a Bachelor's degree in Economics from Bucknell University and the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. He is recognized for advancing MONECO’s client service standards and has contributed to educational webinars and thought leadership on estate planning, tax optimization, and multi-generational wealth strategies.