Derek Williams, CFP®

Wealth Advisor

Before joining us in 2019, Derek specialized in retirement planning at Fidelity Investments in Research Triangle Park. Derek is a Level II CFA candidate of the CFA Institute. 

In his prior role at Fidelity Investments, Derek worked with clients to understand their needs and map their financial futures. He is an expert in retirement and income planning, as well as investment strategy. Derek’s guiding principle is “fail to plan, plan to fail.” This belief drives Derek’s partnership with our clients, helping them look forward, make logical decisions, and achieve their long-term goals. 

Derek enjoys spending time with his tight-knit family, golfing, inshore saltwater fishing, and boating with his wife Caitlin and their two dogs. He is a member of the Coastal Conservation Association and is passionate about ensuring the continued health of North Carolina’s coastal environment and fisheries.