
Derek A. Steinbrenner
The Steinbrenner Group at Morgan Stanley is a family team of wealth management professionals with a multigenerational legacy dating back to the late 1990s. We are committed to helping our clients, their families, and their businesses achieve their financial goals.
Morgan Stanley's broad capabilities enable us to help serve our clients' financial needs across the spectrum, from investment management to insurance and risk management to lending services.
We believe in a data-driven, long-term approach to investment management that helps insulate our clients from the media chatter, pick-of-the-day hype, and emotional bias that can lead to investor anxiety—and common mistakes.
We take a whole-person approach to each client relationship, and we consider ourselves not only financial advisors, but also coaches, assisting clients with any of their financial decisions and challenges.
In 2023 & 2024, The Steinbrenner Group was named one of Forbes' Best-In-State Wealth Management Teams*—among 16 teams in Rhode Island in 2023 and 22 teams in 2024. We are honored to have been recognized alongside this prestigious group.
*Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded Jan 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/22-3/31/23. Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
This award was issued on 2025 based on the evaluation process below. This evaluation was conducted by Five Star Professional (FSP) for the period from (add start and end dates of evaluation period - click link below to determine dates for your award/market) that considered, among other factors, the following:Favorable regulatory and complaint history review. As defined by FSP, the wealth manager has not: 1.) Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; 2.) Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed, or denied complaints with any regulatory authority or FSP's consumer complaint process.Personal bankruptcy filing within the past 11 years. Termination from a financial services firm within the past 11 years. Conviction of a felony. One-year client retention rate. Five-year client retention rate. Five Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Wealth managers and/or their firms do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. ©2022 Morgan Stanley Smith Barney LLC. Member SIPCNOTE: CLICK HERE TO FIND DATES FOR THE EVALUATION PERIODS FOR ALL FIVE-STAR AWARDS - LISTED BY MARKET.Forbes A