Derek R. Williams,  CFP<sup>&reg;</sup> - Financial Advisor

Derek R. Williams, CFP®

Founder and CEO

Williams Wealth Management Group Inc.

3639 Cortez Rd W, Ste 225
Bradenton, FL 34210
FINANCIAL ADVISOR'S WEBSITE
(941) 756-4500 CONNECT WITH Derek
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General

Derek Williams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Williams Wealth Management Group Inc. in Bradenton, FL and the surrounding communities.

Financial Advisor Overview

Derek R. Williams is President and Chief Investment Officer of Williams Wealth Management Group, Inc., a Registered Investment Advisor, and is separately a registered representative of LaSalle St. Securities, LLC, Member FINRA/SIPC.

Our wealth management team has a combined experience of 50 plus years helping clients achieve their goals by providing financial and retirement planning, wealth management and transfer, and investment research to individuals and business owners. Derek Williams earned the Certified Financial Planner™ designation. The certification shows that Derek has met rigorous competency standards of education, examination, and experience. Additional ethics and practice standards mean that CFP® professionals have agreed to put their clients’ interest center stage.

A native Floridian and resident of Bradenton, Derek is an active alumnus of the University of South Florida and serves on the USF Bulls Club. He lives in Bradenton with his wife Helena, son Tyler, and daughter Reese. Derek enjoys the outdoors and sports including football, golf, weightlifting, and bicycling.

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Financial Advisor Experience


Education
CFP® Professional Education Program – Ken Zahn CFP®
B.S. Finance and Management Information Systems – University of South Florida

Registrations
Investment Advisor Representative – Williams Wealth Management Group Inc.
Series 7, 63
Life, Health, and Variable Annuity

Member
Financial Planning Association – FPA
Manatee Chamber of Commerce
Estate Planning Council of Manatee County
USF Alumni Association
USF Bulls Club 
Hernando Desoto Historical Society 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: FL
  • Health/disability insurance: FL
  • Fixed annuities: FL
  • Variable annuities: FL

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through LaSalle St. Securities, LLC, a Registered Broker Dealer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Identity Theft, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Tangible Assets, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources