Leadership

BillWeston
Bill Weston
Senior Manager

Bill has more than 8 years of wealth management and investment experience.  He has extensive experience in financial planning, coordinating a client’s unique set of goals with specific wealth management practices.  Bill focuses primarily on: financial, tax and estate planning, investments, retirement, insurance, and employer sponsored retirement plans.

 

Professional Certifications

  • Certified Financial Planner™ (CFP)
  • Series 66 as an Investment Advisor Representative
  • Group 1, Texas Department of Insurance License

Education

  • Bachelor’s in Economics from the University of Texas at Austin