WILLIAMS WEALTH MANAGEMENT GROUP - Key Persons
Craig's primary role is Operations Manager for WWMG, overseeing the administrative functions of our office. His role includes client onboarding, opening new accounts, transfers, deposits, online access and handling client requests.
Craig also holds the Professional Plan Consultant, PPC, designation. Working with our subsidiary, FiduciaryShield, Craig offers retirement plan design, implementation, and monitoring. With over 19 years of experience, Craig offers our clients broad-based benefits expertise to assist with their business planning needs. Craig's past experience includes a successful career in banking and business benefits.
Craig is a proud graduate of the Purdue University and a Manatee County resident since 2003. He and his wife, Dana, have a beautiful daughter, Quinn.
This is what wealth management should be." - Derek R. Williams
Founder and CIO of Williams Wealth Management Group, Derek personally oversees investment decisions for the firm's clients. His hands-on approach to portfolio design includes a focus on multi-asset allocation. Derek favors a risk-managed, fundamental approach to value a broad set of global assets, and then allocates portfolios based upon those valuations, which include a proprietary market behavioral analysis.
Job Titles:
- Historical Society ( past Board Member )
Lisa joined the Williams Wealth Management Group team in 2020 after over 15 years in residential and commercial mortgage financing and Private Wealth Banking. Her duties include serving as our Para-Planner professional as well as our Chief Problem Solver, handling ongoing client needs including deposits, withdrawals, and other special requests.
Lisa and her husband Justin have two beautiful children. She enjoys spending time with her family and friends, walking, traveling, and serving as a leader in her church and community.