BNI Southwest Florida - Referrals, Networking, Business, Sales, Selling

BNI SWFL serves Charlotte, Collier, De Soto, Glades, Hardee, Hendry, Highlands, Monroe, Lee, Manatee, Polk and Sarasota Counties.
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BNI SW Florida has been named a VETERAN FRIENDLY business by Green Zone Hero


BNI Southwest Florida
7282 55th Avenue East
Suite 220
Bradenton, FL 34203
Ph: (941) 755-6258

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Derek Williams

Phone 941-756-4500
Mobile Number 941-545-3208
Fax 9417564544

Bradenton, FL

Derek Williams

Williams Wealth Management & Group
Chapter: BNI Circle of Success

Financial, Financial Advisor

My BusinessWe are a boutique investement firm that focuses on comprehensive integrated financial plans and portfolio design. Retirement Income Planning is our specialty.

Ideal ReferralRetiring business owner that is looking to consolidate and simplify their financial life and hire someone to coordinate their affairs.

Top ProductComprehensive Wealth Management which includes developing a plan, managing the portfolio, and coordinating other advisors.

Top Problem SolvedRetirement Income Shortfall

My Favorite BNI StoryOnce upon a time...

My Ideal Referral PartnerCPA and Estate Attorneys