Zoe Derr

Zoe Derr

Financial Advisor

Office: (585)475-8400
E-mail:
 

Zoe Derr joined Equitable Advisors, LLC in 2022 after graduating from SUNY Alfred State College. She now holds FINRA 7 and 66 registrations as well as her New York State Life and Health Insurance License.  

In addition to retirement income distributions, tax efficient investing, and distribution strategies, Zoe focuses on helping people plan for their retirement. She is passionate about empowering individuals and families to reach their goals. Zoe is committed to building strong relationships with her clients so she can remain a resource throughout their ever-changing lives.

She currently resides in Chili, NY. When she’s not busy collaborating with the Rochester Women’s Network, she enjoys painting and volunteering in her community at various organizations. 


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck