Bill Weston

Manager | Wealth Management

Bill Weston
Direct Dial
817.259.9177
817.259.9101
817.259.9177
817.343.5029
Bill.Weston@wpwealth.com
Education
  • B.A. in Economics, The University of Texas at Austin
  • Certificate in Financial Planning, Florida State University

Bill Weston operates in our Fort Worth office, serving as a manager in our Wealth Management group.  He holds the Series 66 License (Licensed Investment Advisor Representative) and holds the credentials as a CERTIFIED FINANCIAL PLANNER™ (CFP®.)

Experience
  •  WPWealth LLP – Fort Worth Office, (2017-Present)
    • Senior in Financial Services
  • ADP – Dallas, TX (2016-2017)
    • Retirement Services District Manager
  • Invesco – Houston, TX (2011-2016)
    • Financial Services (2011-2013) – Investment Consultant (2013-2016)

Areas of Practice Include:

  • Wealth Management
  • Investment Management Services
  • Retirement Plan Design and Consulting
  • Tax/Estate Planning
  • Financial Planning
  • Asset Protection
Professional Certifications
  • Series 66 License- Investment Advisor Representative
  • CERTIFIED FINANCIAL PLANNER™.