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Williams Financial Group inc. Employee Directory

Financial ServicesTexas, United States51-200 Employees

Williams Financial Group inc. is a privately held financial services firm headquartered in Dallas, Texas, founded in 1988. It serves financial professionals across the United States by offering a broad suite of advisory, brokerage, and wealth management services. The company operates through a licensed insurance agency, a registered investment adviser, and a registered broker-dealer subsidiary to support independent financial professionals who serve individual investors and select institutions.

The broker-dealer arm is WFG Investments, Inc., and investment advisory services are provided through WFG Advisors, LP, with operations overseen by FINRA and SIPC. In the U.S. financial services landscape, the firm functions as a platform that enables independent advisers to manage client portfolios for individuals and select institutions.

Find Williams Financial Group inc. employees' phone numbers or email addresses

Williams Financial Group inc. Global Highlights

Location
Employees

North America
69

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  • United States Of America
    67
  • Canada
    2

Europe
1

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  • Sweden
    1

Williams Financial Group inc.'s Leadership

  • Chief Compliance Officer at Williams Financial Group inc.
    R. S.
    Chief Compliance Officer
    Mobile Phone
  • Owner at Williams Financial Group inc.
    T. W.
    Owner
    Mobile Phone
  • Senior Marketing Director at Williams Financial Group inc.
    M. R.
    Senior Marketing Director
    Mobile Phone
  • Wealth Manager at Williams Financial Group inc.
    P. O.
    Wealth Manager
    Mobile Phone
  • Sales Manager at Williams Financial Group inc.
    V. P.
    Sales Manager
    Mobile Phone
  • Senior Mortgage Planner at Williams Financial Group inc.
    T. D.
    Senior Mortgage Planner
    Mobile Phone
  • Certified Financial Planner Practitioner at Williams Financial Group inc.
    A. K.
    Certified Financial Planner Practitioner
    Mobile Phone
  • Securities at Williams Financial Group inc.
    B. H.
    Securities
    Mobile Phone

Williams Financial Group inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Business Development
  • Entrepreneurship
  • Other

Contact profiles from Williams Financial Group inc.

Name
Title
Contact
Location
Last Update
  • Chief Compliance Officer at Williams Financial Group inc.
    R. S.
    Chief Compliance Officer
    Mobile Phone
    Oct 22, 2024
  • Owner at Williams Financial Group inc.
    T. W.
    Owner
    Mobile Phone
    Canada, Ontario
    Apr 24, 2025
  • Senior Marketing Director at Williams Financial Group inc.
    M. R.
    Senior Marketing Director
    Mobile Phone
    Oct 23, 2024
  • Wealth Manager at Williams Financial Group inc.
    P. O.
    Wealth Manager
    Mobile Phone
    Jun 27, 2025
  • Sales Manager at Williams Financial Group inc.
    V. P.
    Sales Manager
    Mobile Phone
    Apr 24, 2025
  • Senior Mortgage Planner at Williams Financial Group inc.
    T. D.
    Senior Mortgage Planner
    Mobile Phone
    Oct 17, 2024
  • Certified Financial Planner Practitioner at Williams Financial Group inc.
    A. K.
    Certified Financial Planner Practitioner
    Mobile Phone
    Oct 17, 2024
  • Securities at Williams Financial Group inc.
    B. H.
    Securities
    Mobile Phone
    Oct 23, 2024
  • Client Service Assistant at Williams Financial Group inc.
    D. M.
    Client Service Assistant
    Mobile Phone
    Oct 23, 2024
  • Licensed Financial Agent At Wfg at Williams Financial Group inc.
    J. W.
    Licensed Financial Agent At Wfg
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Williams Financial Group inc. known for?

Minus sign iconPlus sign iconWilliams Financial Group inc. operates in the Financial Services industry. You can contact Williams Financial Group inc.'s main corporate office by phone at
+1-800-225-****
. Explore Williams Financial Group inc.'s company overview page for more information.

What is Williams Financial Group inc.'s most common email format?

Minus sign iconPlus sign iconWilliams Financial Group inc. employees' email format typically follows the pattern of FLast@williams-financial.com. Trying to find reliable and up-to-date employee contact data? Find more Williams Financial Group inc. email formats with LeadIQ.

How many employees does Williams Financial Group inc. have currently?

Minus sign iconPlus sign iconWilliams Financial Group inc. has approximately 51 employees as of July 2026. These team members are located across 2 continents, including North America and Europe.

Who are Williams Financial Group inc.'s key employees and leadership?

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As of July 2026, Williams Financial Group inc.'s key employees include:

  • Chief Compliance Officer: R. S.
  • Owner: T. W.
  • Senior Marketing Director: M. R.
  • Wealth Manager: P. O.
  • Sales Manager: V. P.

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