Why Use This Tool?

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 and Beth Deyo hold the Certified Financial Planner™ designation. The certification shows that Derek and Beth have 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.

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