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.
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
7, 63
On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...
Read More >
When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...
Read More >
Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...
Read More >
Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...
Read More >
Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...
Read More >
It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
Read More >
Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
Read More >
When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
Read More >
With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
Read More >
One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
Read More >
