Senior Vice President, Director of Capital Markets

Claude Connelly is the Director of Capital Markets for the Williams Financial Group of Companies, responsible for the overall Firms’ Equity and Fixed Income trading operation. Prior to assuming his current role, Claude was in charge of the Firms’ Relationship Management platform, and has also served in many other capacities including but not limited to; investment product support, various operational tasks, Compliance and Firm proprietary financial analysis. Claude began his tenure with WFG as an intern in 1999. Claude received a Bachelor of Business Administration degree with a major in Finance from Texas Christian University, and has a Graduate Finance Certificate from Southern Methodist University. Claude sits on the Board of Trustees for the St. Philip’s School and Community Center and is also a member of the Dallas Security Traders Association and currently holds Series 7, 24, 55, 66 and 79 FINRA registrations.