What departments does Williams Financial Group inc. have?

Williams Financial Group inc. has employees across 7 departments including Legal, Entrepreneurship, Marketing, Sales, Finance.

What is the largest department at Williams Financial Group inc.?

The largest department at Williams Financial Group inc. is Finance with 4 employees.

Where are Williams Financial Group inc. employees located globally?

Williams Financial Group inc. has employees across 2 continents and 3 countries including Sweden, United States Of America, Canada.

How has Williams Financial Group inc.'s team size changed over time?

Williams Financial Group inc.'s team has decreased from approximately 35 to 7 employees based on available data.

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.

Williams Financial Group inc. Global Highlights

North America
75

United States Of America
73
Canada
2

Europe
1

Sweden
1

Williams Financial Group inc.'s Leadership

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

Williams Financial Group inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Community & Social Services
Business Development
Entrepreneurship
Other
Accounting
Administrative
Analytics
Arts & Design

Contact profiles from Williams Financial Group inc.

Name

Title

Contact Info

Location

Last Update

R. S.
Chief Compliance Officer
Mobile Phone
Email
Oct 22, 2024
T. W.
Owner
Mobile Phone
Email
CanadaOntario
Apr 24, 2025
M. R.
Senior Marketing Director
Mobile Phone
Email
Oct 23, 2024
P. O.
Wealth Manager
Mobile Phone
Email
Jun 27, 2025
V. P.
Sales Manager
Mobile Phone
Email
Apr 24, 2025
T. D.
Senior Mortgage Planner
Mobile Phone
Email
Oct 17, 2024
A. K.
Certified Financial Planner Practitioner
Mobile Phone
Email
Oct 17, 2024
B. H.
Securities
Mobile Phone
Email
Oct 23, 2024
D. M.
Client Service Assistant
Mobile Phone
Email
Oct 23, 2024
J. W.
Licensed Financial Agent At Wfg
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Williams Financial Group inc. known for?

Williams Financial Group inc. operates in the Financial Services industry; you can contact the 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?

Williams Financial Group inc. employees' email format typically follows the pattern of . 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?

Williams Financial Group inc. has approximately 51 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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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Williams Financial Group inc. Employee Directory

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