William Floyd is a Financial Consultant at Wedbush, known for his authentic, collaborative approach and deep commitment to client success. His relationship-first approach allows for tailored strategies that are designed to balance growth and risk while providing clients with the tools they need to make informed decisions. Through this, William empowers clients to navigate life’s transitions and build long-term financial confidence.
William brings more than a decade of experience across the fields of marketing and finance. Prior to joining Wedbush, he was an Assistant Vice President, Private Client Advisor at Texas Capital Bank. There, he built and managed multi-million-dollar relationships with high-net-worth clients. Earlier in his career, he held senior roles at various marketing firms such as MarketScale and Integer Group.
William earned both his BBA and MBA at Southern Methodist University. Guiding his professional life is his involvement in the Dallas community, which has grounded his dedication to serving others. He chairs the NextGen Committee for Vogel, a nonprofit organization focused on breaking the cycle of poverty for the youth, and is a former member of the Emerging Leaders in Philanthropy for the Communities Foundation of Texas. Outside of work, William enjoys spending time with his wife and young daughter. He also spends much of his free time outdoors, whether that be working on landscaping projects or staying active with golf, tennis, and pickleball.
Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.
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Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.
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