Dallas (PRWEB) January 16, 2010
Williams Financial Group (WFG) has moved its home office to Cityplace near downtown Dallas. Formerly located on Merit Drive, the full-service financial services company had exceeded its workspace and sought to invest for continued growth and support to its expanding network of brokers and advisors, according to company Founder and CEO, Wilson Williams.
“Cityplace is a premier location that offers both convenience and a quality of space that will position us to better serve our investment professionals and their clients,” Williams said. “This is a milestone in our corporate legacy and one that aligns with our strategy to provide exceptional service to financial professionals so they can provide leading-edge financial services to their clients.”
Company leaders said the move was a significant step to accommodate two decades of steady growth since the firm started in 1988. Chief Operating Officer, David Williams, added “the new space provides the company with the capacity to build greater market presence and continued scalability for future operations.”
Cityplace is located less than two miles north of downtown Dallas on the southeast corner of Haskell and Central Expressway. The relocation began in October of last year and was completed in November. Williams Financial Group occupies 28,856 square feet of space on the 29th floor- more than double that of its previous workspace. The company is already considering expanding to the 30th floor.
On Thursday, January 21, 2010, Williams Financial Group is hosting an Open House and Client Appreciation Event from 4:00 – 7:00 p.m. at their new location: 2711 North Haskell Avenue, Suite 2900. The event will feature hor d’oeuvres, live music, tours, and door prizes. Visit the company’s Website (http:///http://www.williams-financial.com) to RSVP for this event.
Williams Financial Group began 21 years ago with three employees including Wilson’s wife, Judy, and grew steadily to occupy the third floor at Park Central commercial tower until the recent move. The company currently employs over 225 brokers and advisors nationwide, plus a support staff of 70 at their Cityplace headquarters. Through its subsidiary broker-dealer, WFG Investments Inc., the company manages over 60,000 accounts, representing over $7 billion in affiliated assets.
Williams Financial Group was recently honored by the Dallas Business Journal as one of the “Best Places to Work in Dallas/Fort Worth” (2009). Noted as one of the top 100 fastest growing private companies in the Dallas – Fort Worth Metroplex by the Dallas Business Journal, the company also received “The Dallas 100 Entrepreneurship Award” from the SMU Cox School of Business (2008). The firm's subsidiary, WFG Investments Inc., was named to Financial Planning Magazine's "FP 50" list of the 50 Fastest Growing Independent Broker-Dealers (2008, 2009).
Williams Financial Group of Companies is an independent full-service financial services company providing support to brokers and advisors nationwide. WFG operates through four separate affiliated entities: WFG Investments Inc., a member of FINRA and SIPC, offers securities for the firm’s network of brokers. WFG Advisors LP, a Registered Investment Advisor, provides fee based advice for clients including systems and client management capabilities. WFG Insurance Services Inc. is organized as an insurance agency to support the company’s wealth management products and services, as well as all insurance related products. WFG Equity Partners Inc. offers private placement and alternative investment products through the broker/dealer.
For additional information regarding the subject of this release, contact Sarah Mathewson. To register for the WFG Open House and Client Appreciation Event, go to http://www.williams-financial.com or send an e-mail to rsvp(at)williams-financial(dot)com. To request a WFG Independent Advisor kit, contact Dee Morgan or visit us online (http://www.williams-financial.com/join).