Wedbush Securities Welcomes William Floyd as Financial Consultant to Wealth Management Division

Strategic Insights -

William Floyd has joined Wedbush Securities' Wealth Management division as a Financial Consultant, bringing over a decade of experience in marketing and finance. Floyd will report to the Dallas, TX office, continuing the firm's expansion in the area. Prior to joining Wedbush, Floyd served as Assistant Vice President, Private Client Advisor at Texas Capital Bank, where he managed multi-million-dollar portfolios for high-net-worth clients. Floyd's background in marketing includes senior roles at MarketScale and Integer Group.

Key Takeaways:

  • William Floyd joins Wedbush Securities as a Financial Consultant in the Wealth Management division, reporting to the Dallas, TX office.
  • Floyd brings over a decade of experience in marketing and finance, managing multi-million-dollar portfolios for high-net-worth clients at Texas Capital Bank.
  • He previously held senior roles at MarketScale and Integer Group, leveraging his marketing expertise to drive financial success.
  • Floyd holds a Bachelor of Business Administration and a Master of Business Administration from Southern Methodist University.
  • As a Texas native, Floyd is highly involved in the community, serving as Chair of the NextGen Committee for Vogel and as a member of the Emerging Leaders in Philanthropy of Communities Foundation of Texas.

Statistics:

  • Wedbush Securities has 100 registered offices across the United States.
  • The firm has nearly 900 colleagues serving clients nationwide.
  • Floyd has over 10 years of experience managing financial portfolios and advising high-net-worth clients.

Sources:

  • GlobeNewswire, "Wedbush Securities Announces William Floyd as New Financial Consultant" (August 13, 2025).