Derrick Bradley
Personal Experience
Derrick is passionate about helping business owners navigate the process of selling their companies. He understands that a business represents years of hard work, sacrifice, and dedication, and has a personal, transparent, and client-first approach to each engagement. Derrick’s goal is to help business owners make informed decisions, maximize the value they’ve built, and confidently prepare for the next chapter.
After nearly a decade in the financial services industry, including eight years with New York Life as a Financial Professional and Partner, Derrick learned that financial planning is about much more than numbers. It’s about vision, values, and legacy. Throughout his career, he’s helped hundreds of clients and advisors navigate complex financial decisions, including risk management, retirement planning, business succession, and generational wealth strategies.
Derrick is also the Founder and CEO of Maverick Legacy Planning, where he leads with the belief that every family and business owner deserves a thoughtful strategy to create, grow, and protect wealth for generations to come. Whether he’s helping a client plan an exit, preserve a legacy, or pursue new opportunities, Derrick is committed to serving with integrity as he helps each client move forward with confidence.