Broker Check

Who We Are

Derrick J. Glencer CFP®

Founder

(248) 200-9189

derrick.glencer@lpl.com

Derrick is the Founder of KABY Personalized Wealth Management, LLC.  Derrick is a Certified Financial Planner™ Practinoner with over twenty years of business experience including seven years of international business experience in the automotive industry and 15 years of education and experience within the financial service industry. He specializes in both the accumulation of wealth (pre-retirement) and distribution of income (retirement) planning. In addition to be being a Certified Financial Planner ™ Derrick is a FINRA registered Series 6, 7, 63, and 65* independent LPL investment advisor representative *Registrations held through LPL Financial and his state Life, Health, Property & Casualty Insurance licenses.

Derrick is engaged in the community and with service. He is an active board member of the Motor City Squash and Education Foundation (MCSEF) and Co-Chair of the Motor City Open since 2012. The focus of the MCSEF is to raise funds for local charities including RacquetUp a Squash Education Alliance organization that provides education, mentorship and squash activities to inner city youth. Over the past 6 years and under his leadership the MCSEF has raised over $100,000 toward this effort. Derrick lives in Bloomfield Village with his wife Dana and his two Daughters Kate and Ruby (KABY). He also enjoys cooking, wine, playing squash and guitar.

CFP ®  Certification: The Standard of Excellence
Only a select group of planners have met the rigorous education, examination, experience and ethics requirements (set forth by the Certified Financial Planner Board of Standards) necessary to call themselves CERTIFIED FINANCIAL PLANNER ™  professionals. CFP ®  certification is a symbol of Derrick J. Glencer’s knowledge and credibility among his peers; and indicates his status as a qualified, trustworthy financial planner.

Misty L. Doucet

Financial Paraplanner Qualified Professional

Misty brings over ten years of client service experience in the area of financial services and has completed the Financial Paraplanner Qualified Professional course of study encompassing the financial planning process and the disciplines of financial planning. Misty is responsible for administrative support, Client Relationship Services, Advisor Administration activities and general business operations. Misty is originally from Louisiana, attended college in Texas and later moved to Michigan.   

Patrizia Corona Glence

LPL Registered Principal

Patrizia’s career has spanned over 35 years in the financial services industry, from operations and advisor support to owning and managing a successful broker/dealer. She graduated from Wayne State University with a BA degree in Finance. She is registered as a General Securities Principal and Registered Representative through LPL Financial. Leveraging her experience within the industry she provides disciplined and efficient support for advisors resulting in an exceptional client experience. In her current role as a Registered Principal, Patrizia assists the office with compliance reviews of our valued Representative’s activities.

  Patrizia enjoys traveling with her husband, particularly to Italy, where she visits family often. Caring for aging parents and spending time with family are most important to her. She enjoys entertaining and cooking for family and friends, volunteers through her church for community projects serving the elderly and is an active member of a community garden club.