About My Practice
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.
CFP® Professional Education Program – Ken Zahn CFP®
B.S. Finance and Management Information Systems – University of South Florida
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
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: FL, GA, NC, Health/disability insurance: FL, GA, NC, Fixed annuities: FL, GA, NC, Variable annuities: FL, GA, NC
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
LaSalle St Securities
Securities offered through LaSalle St. Securities, LLC, a Registered Broker Dealer
Considerations: We offer a complimentary initial appointment to determine which of our services (Wealth Management, Investment Advisory, Financial Planning, Business Consulting) is right for you. Call today to schedule.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.