Research & Market Insights

04.21 2016

Derek Finley

Derek is an Assistant Vice President and Wealth Strategist with Kanaly Trust. He partners with Relationship Managers to provide comprehensive financial analysis and planning. His primary goal in serving clients is to provide expert advice that brings peace of mind and reassurance. Derek joined Kanaly in 2016 and brings over eight years of experience in…

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08.06 2015
Rodney James

Rodney James

Rodney is an Assistant Vice President and Wealth Strategist with Kanaly Trust. He partners with Relationship Managers to provide analysis and service for clients. This includes planning for retirement, wealth transfer, executive benefits and charitable giving. Rodney joined Kanaly in 2012 and brings over six years of experience in Executive Compensation and Stewardship, with a…

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