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.
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.
Investment Advisor Representative – Williams Wealth Management Group Inc.
Series 7, 63
Life, Health, and Variable Annuity
Financial Planning Association – FPA
Manatee Chamber of Commerce
Estate Planning Council of Manatee County
USF Alumni Association
USF Bulls Club
Hernando Desoto Historical Society
Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...Read More >
A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primary breadwinner dies, what...Read More >
Talk about pressure. Many Baby Boomers and Generation Xers are feeling it from multiple directions — from a sense of obligation to help their...Read More >
In an ever increasing complex world, one aspect of your financial lives that is not always correct is the beneficiary of your retirement...Read More >