Wealth Advisor
Current
Jun 2023 - Present
AeroLeads people directory · profile
Derek Williams, Cfa, Cfp® Email & Phone Number
Wealth Advisor at Veratis Advisors, Inc.
at
Veratis Advisors, Inc.
1 work email found
@cookwealth.com
2 phones found area 919
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor at Veratis Advisors, Inc.
Location
Fuquay-Varina, North Carolina, United States
Who is Derek Williams, Cfa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Derek Williams, Cfa, Cfp® is listed as Wealth Advisor at Veratis Advisors, Inc. at Veratis Advisors, Inc., based in Fuquay-Varina, North Carolina, United States. AeroLeads shows a work email signal at cookwealth.com, phone signal with area code 919, and a matched LinkedIn profile for Derek Williams, Cfa, Cfp®.
Derek Williams, Cfa, Cfp® previously worked as Wealth Advisor at Veratis Advisors, Inc. and Wealth Advisor at Cook Wealth. Derek Williams, Cfa, Cfp® holds Bachelor Of Science (B.S.), Criminology from North Carolina State University.
Company email context
Email format at Veratis Advisors, Inc.
This section adds company-level context without repeating Derek Williams, Cfa, Cfp®'s masked contact details.
*@cookwealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Derek Williams, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Derek Williams, Cfa, Cfp®
Derek Williams, Cfa, Cfp® is a Wealth Advisor at Veratis Advisors, Inc. at Veratis Advisors, Inc.. He possess expertise in management, public speaking, leadership, research, security and 14 more skills.
Listed skills include Management, Public Speaking, Leadership, Research, and 15 others.
Current workplace
Derek Williams, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Derek Williams, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Oct 2020 - Jun 2023
Associate Wealth Advisor
Jan 2019 - Oct 2020
Workplace Planning Consultant Ii
Oct 2017 - Dec 2018
Workplace Planning & Guidance Consultant 1
Jun 2016 - Oct 2017
Financial Associate
Oct 2015 - Jun 2016
Realtor
Apr 2015 - Dec 2016
Vice President Of Operations
Nov 2014 - Oct 2015
1 education record
Derek Williams, Cfa, Cfp® education
-
North Carolina State University
FAQ
Frequently asked questions about Derek Williams, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Derek Williams, Cfa, Cfp® work for?
Derek Williams, Cfa, Cfp® works for Veratis Advisors, Inc..
What is Derek Williams, Cfa, Cfp®'s role at Veratis Advisors, Inc.?
Derek Williams, Cfa, Cfp® is listed as Wealth Advisor at Veratis Advisors, Inc. at Veratis Advisors, Inc..
What is Derek Williams, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @cookwealth.com for Derek Williams, Cfa, Cfp® at Veratis Advisors, Inc..
What is Derek Williams, Cfa, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 919 for Derek Williams, Cfa, Cfp® at Veratis Advisors, Inc..
Where is Derek Williams, Cfa, Cfp® based?
Derek Williams, Cfa, Cfp® is based in Fuquay-Varina, North Carolina, United States while working with Veratis Advisors, Inc..
What companies has Derek Williams, Cfa, Cfp® worked for?
Derek Williams, Cfa, Cfp® has worked for Veratis Advisors, Inc., Cook Wealth, Fidelity Investments, Fonville Morisey Realty, and Eagle Eye Security Inc..
How can I contact Derek Williams, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Derek Williams, Cfa, Cfp® at Veratis Advisors, Inc., including work email, phone, and LinkedIn data when available.
What schools did Derek Williams, Cfa, Cfp® attend?
Derek Williams, Cfa, Cfp® holds Bachelor Of Science (B.S.), Criminology from North Carolina State University.
What skills is Derek Williams, Cfa, Cfp® known for?
Derek Williams, Cfa, Cfp® is listed with skills including Management, Public Speaking, Leadership, Research, Security, Operations Management, Teamwork, and Team Leadership.
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