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Bank of Charlotte County

Asset Management

Picture of Derek Mason sitting on his desk.

Derek C. Mason - Program Manager and Investment Executive

When constructing an appropriate portfolio, we help you pursue and manage wealth with financial strategies that suit your investing style. Our advisor can help create a sound plan for your financial future.

We Strive to Build and Sustain Your Wealth

You work hard for your money, so it should do the same for you. With BCC Financial Solutions, trust that you will work with an advisor that prioritizes your needs and offers solutions aligned with your goals. Whatever your risk-tolerance, we will help create an investment strategy that addresses today's realities with an eye on tomorrow.

Options include a growth-oriented approach, a capital preservation tack and an income-oriented strategy leveraging existing assets. Flexible plans put you in control, and we provide guidance at each step.

Contact your nearest branch to schedule a free consultation and explore your various options.

Check the background of this investment professional on FINRA’s BrokerCheck

Located at: 4100 Halifax Rd, Suite 100, South Boston, VA 24592  434-446-1912 Ext 101

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Click here to view Cetera Investment Services Important Information and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at