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Derrick Williams

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.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021