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Financial services

Wedbush Securities Expands Wealth Management Division with New Hires

Strategic Insights

— 1 min read

Wedbush Securities has strengthened its Wealth Management division with the recent appointment of William Floyd as a Financial Consultant. Floyd, who brings over a decade of experience in marketing and finance, joins the company from Texas Capital Bank where he served as Assistant Vice President, Private Client Advisor. With a strong background in managing multi-million-dollar portfolios for high-net-worth clients, Floyd is expected to contribute significantly to the company's growth in the Dallas, TX office.

Key Takeaways:

  • William Floyd, a seasoned financial consultant with over a decade of experience, has joined Wedbush Securities' Wealth Management division as a Financial Consultant.
  • Floyd brings a strong background in managing multi-million-dollar portfolios for high-net-worth clients and previously worked at Texas Capital Bank as Assistant Vice President, Private Client Advisor.
  • Floyd's experience at various marketing firms, including MarketScale and Integer Group, has equipped him with valuable skills in marketing and finance.
  • Floyd holds a Bachelor of Business Administration and a Master of Business Administration from Southern Methodist University.
  • Chris Mone, EVP, Head of Wealth Management, stated that Floyd's varied experience, track record, and relationship-first approach make him an ideal fit for Wedbush.
  • William Floyd is highly involved in the community, serving as Chair of the NextGen Committee for Vogel and previously as a member of the Emerging Leaders in Philanthropy of Communities Foundation of Texas.

Statistics:

  • Over a decade of experience in marketing and finance
  • 10+ years of experience managing multi-million-dollar portfolios for high-net-worth clients
  • 2+ years of experience as Assistant Vice President, Private Client Advisor at Texas Capital Bank
  • Bachelor of Business Administration and a Master of Business Administration from Southern Methodist University
  • The company has expanded its Wealth Management division with a new hire

Sources:

  • Wedbush Securities `[www.wedbush.com](http://www.wedbush.com)`
  • Texas Capital Bank `[www.texascapitalbank.com](http://www.texascapitalbank.com)`
  • Southern Methodist University `[www.smu.edu](http://www.smu.edu)`

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