Annapolis, MD Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

3

Of 1,910 advisors across 510 offices

Location

1831 Forest Drive, Suite K

Annapolis MD 21401

Advisors at this office

3

Advisors at this office

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Charles D

ChFC®, Series 66

Annapolis, MD

Guardian Life

Charles Derrick is a financial advisor with Primerica Advisors in Annapolis, MD, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including long-term roles at Primerica Advisors, Guardian Life Insurance Co of America, and First Financial Group. Outside of his advisory work, Derrick serves as Treasurer of the BCAB Southern High School and chairs the South AA County Rotary Grants Committee. Primerica Advisors is an enterprise-level firm serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs, supporting a range of account types and strategies, including discretionary and non-discretionary management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Christopher G

Series 63, Series 65

Annapolis, MD

Guardian Life

Christopher Gill is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 2016, and has operated Edward J Gill & Associates, P.A. since 2010. Outside of his advisory work, he serves as Treasurer for the Council of Unit Owners of Forest Office Park Condominium and is Vice President of the Maryland Anglers-Bass Fishing Club. Park Avenue Securities LLC serves a broad retail client base with a range of brokerage and advisory services, offering proprietary and third-party investment programs. The firm manages approximately $15 billion in regulatory assets under management and provides both discretionary and non-discretionary investment solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Stephen D

ChFC®, Series 63

Annapolis, MD

Guardian Life

Stephen Derrick is a ChFC® credentialed financial advisor with Primerica Advisors in Annapolis, MD, where he has worked since 1999. He has 38 years of industry experience, including a long tenure with Guardian Life Insurance Company beginning in 1992. Outside of his advisory role, he serves as Vice President/President Elect of the South County Rotary Club with plans to become President in 2025. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs and integrates a range of financial planning and consulting solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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