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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 website.

Securities and insurance products are offered through Cetera Investment Services LLC, Member FINRA/SIPC.  Advisory Services are offered through Cetera Investment Advisors LLC. Neither firm is affiliated with The Bank of Charlotte County where investment services are offered. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
4201 Halifax Road, Suite F, South Boston, VA  24592