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Derek W
CFP®, Series 63
Bradenton, FL
Williams Wealth Management Group, Inc.
Derek Williams is a CFP® professional with 24 years of experience in the financial services industry. He is the principal of Williams Wealth Management Group, Inc. and has been associated with LaSalle St. Securities, LLC since 2009. Outside of advisory work, he owns and operates a family beach bar/pub in Bradenton, FL. Williams Wealth Management Group provides investment advisory and planning services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a proprietary Williams Wealth 360 process that integrates financial planning, portfolio management, and consulting with other professionals, and it is known for its focus on retirement-plan consulting and integrated 401(k) services.
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