Derek L. Davis

Derek L. Davis, CFP®, brings over 18 years of financial industry expertise to Bangor Savings Bank, where he has been a dedicated Wealth Management professional since 2017. Originally from Waterboro, Maine, Derek holds dual bachelor’s degrees in Accounting and Finance from St. Joseph’s College. Before joining Bangor Savings Bank, he spent 11 years at Fidelity Investments, where he developed his skills in personalized financial planning and investment strategies. Now, as a Certified Financial Planner™ (CFP®), Derek specializes in guiding clients through both short-term and long-term financial planning, providing tailored wealth management solutions that align with each client’s unique goals.

Based in our Portland, Maine business office, Derek works with individuals and families to create customized financial strategies for investment management, retirement planning, and asset preservation. His approach combines in-depth financial expertise with a commitment to helping clients build stability, security, and growth over time.

Derek is also deeply rooted in his community. He lives in Windham with his wife, Jennifer, and their three boys, where he enjoys coaching soccer, cooking for family and friends, and fishing and boating on Maine’s lakes. For clients seeking a wealth advisor who understands the importance of personalized financial guidance, Derek offers valuable insights and strategies to help you build a secure financial future. Reach out to Derek today to explore wealth management options tailored to your financial journey.