Bill Weston joined WPWealth in 2017 and currently serves as the head of the investments committee for the wealth management practice. Additionally, he helps clients with financial tax and estate planning, retirement, insurance and employer sponsored retirement plans.
Bill is a CERTIFIED FINANCIAL PLANNER™ and holds his Series 66 as an Investment Advisor Representative along with his Group 1, Texas Department of Insurance License. He previously worked for an institutional investment manager as a planning and investment consultant. Bill’s passion for helping others through life events speaks to his knowledge and experience in the wealth management industry.
Outside of WPWealth, Bill serves on the University of Texas at Austin Economic Alumni Committee and the American Heart Association Executive Leadership Heart Ball team. Bill lives in Fort Worth with his wife and three children and enjoys keeping his hands full with their family activities.