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Derrick Williams, CFP®

Wealth Manager

Derrick serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than five years of experience in the financial services industry, Derrick offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Derrick served as a wealth advisor associate at a national advisory firm, where he oversaw financial plans and their execution for clients. He also worked as a financial advisor at an independent RIA, where he assisted with portfolio construction and investment management.

Derrick received his Bachelor of Science degrees in finance and marketing from the University of Kansas.

Derrick enjoys traveling, watching KU and the Kansas City Chiefs, playing golf and reading.

Articles by Derrick Williams, CFP®

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