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6801 Cahaba Valley Road, Suite 206 Birmingham, AL 35242

Mon – Fri: 8:00am – 5:00pm

(659) 238-0010

Derek Burrow, AWMA 

Vice President, Senior Relationship Manager
(659) 238-0010 ext. 105

Derek serves as a Vice President, Senior Relationship Manager for Advo(k)ate Advisors, LLC (a registered office of Osaic Wealth, Inc.). Derek earned a Master of Business Administration degree from Samford University in 2014 and a Bachelor of Science in Finance degree from Auburn University in 2009. Derek is responsible for managing all aspects of our client relationships, including benchmarking of qualified plans, leading enrollment meetings, educating plan participants, conducting investment analyses, preparing retirement plan proposals, helping plan sponsors convert and implement retirement plans and providing support to clients. Derek assists in all aspects of retirement plan coordination. Derek holds securities registrations 7 and 66 and is an Accredited Wealth Management Advisor (AWMA®) designee from the College for Financial Planning.


Master of Business Administration, 2014
Samford University

Bachelor of Science in Finance, 2009
Auburn University

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