J Majkowski
Partner - Wealth Manager - Senior Vice President at Steward Partners | Washington, District of Columbia, United States
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J Derek Majkowski, a seasoned financial professional with over 28 years of industry experience and a Certified Financial Planner® designation, currently serves as Partner, Wealth Manager, and Senior Vice President at Steward Partners Global Advisory. In this leadership role, Derek leverages his extensive expertise to deliver comprehensive wealth management solutions tailored to high-net-worth individuals, families, and institutional clients. His approach is characterized by a thoughtful and pragmatic perspective on investing and financial planning, emphasizing the importance of aligning clients’ financial goals with personalized strategies that prioritize long-term stability and growth.
At Steward Partners, Derek is actively involved in key projects that focus on enhancing client experience through innovative investment management and wealth planning techniques. His expertise spans portfolio management, asset allocation, and private banking services, ensuring clients receive bespoke solutions that meet their unique needs. Derek’s advocacy for independence and his questioning of the status quo drive him to continually seek out best practices and innovative strategies within the wealth management industry. This mindset allows him to craft investment strategies that are both disciplined and adaptable, especially in today’s dynamic market environment.
Beyond his technical skills in financial planning and investment management, Derek is committed to educating clients and colleagues alike, fostering a culture of transparency and trust. His pragmatic approach and unwavering dedication to excellence make him a valuable asset to Steward Partners’ mission of delivering personalized, comprehensive financial services that help clients achieve their financial aspirations with confidence.
Partner - Wealth Manager - Senior Vice President at Steward Partners in March 2016 to Present
Financial Advisor at Wells Fargo Advisors in January 2008 to March 2016
Financial Advisor at SunTrust Investment Services, Inc. in January 2006 to January 2008
Financial Advisor at H&R Block Advisors in September 1994 to January 2006
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Georgetown University, Executive Certificate of Financial Planning, November 2026
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Investments
Financial Planning
Wealth Management Services
Investment Management
Portfolio Management
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Discover more about Steward PartnersWhat is J Derek Majkowski email address?
Email J Derek Majkowski at [email protected]. This email is the most updated J Derek Majkowski's email found in 2026.
What is J Derek Majkowski phone number?
J Derek Majkowski phone number is 202-930-6015.
How to contact J Derek Majkowski?
To contact J Derek Majkowski send an email to [email protected]. If you want to call J Derek Majkowski try calling on 202-930-6015. (updated on January 09, 2025)
What company does J Majkowski work for?
J Majkowski works for Steward Partners
What is J Majkowski's role at Steward Partners?
J Majkowski is Partner - Wealth Manager - Senior Vice President
What industry does J Majkowski work in?
J Majkowski works in the Financial Services industry.
J Majkowski Email Addresses
J Majkowski Phone Numbers
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