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

Derek has been working with clients for over a decade with a mission to provide financial and retirement planning, wealth management and transfer, and investment research to individuals and business owners.  Derek holds the Certified Financial Planner^TM  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.   

Derek established Williams Wealth Management Group Inc. in 2007.  Prior to founding the firm he worked as an independent advisor with Moseley Investment Management from 2001 to 2007 and as a research analyst and financial advisor with Kerkering Barberio and Company from 1996 until 2001.  A native Floridian and resident of Bradenton since 1973, Derek is an active alumnus of the University of South Florida and serves on the USF Alumni Association National Board of Directors.  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

Next Page

Previous Page

3639 Cortez Road West, Suite 225 Bradenton, FL 34210
Tel: (941) 756-4500 Fax: (941) 756-4544 Email: Info@WilliamsWealth360.com

Securities offered through LaSalle St. Securities, LLC, a Registered Broker Dealer
940 N Industrial Drive, Elmhurst, IL 60126-1131 Member FINRA/SIPC.
Advisory Services offered through Williams Wealth Management Group, Inc., a Registered Investment Advisor. Williams Wealth Management Group, Inc., is not affiliated with LaSalle St. Securities, LLC

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.