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Derrick A
Series 63, Series 65
Tulsa, OK
Greater Works Wealth
Derrick Alexander is a financial advisor at Greater Works Wealth in Tulsa, OK, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2017 to 2022. Before entering financial services, he participated in NFL Rookie Mini-Camps and Training in 2016 and 2017. Greater Works Wealth provides investment management, financial planning, and retirement plan consulting primarily to individual clients and employer plan sponsors. The firm uses a fee-only model with an investment approach based on modern portfolio theory, emphasizing passive management through diversified portfolios of index mutual funds and ETFs.
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