Greg Weimer Email and Phone Number
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Greg Weimer personal email
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In a profession that reveres experience, I have been guiding my clients in the management of their wealth since 1986 when I joined Butcher & Singer as a Financial Advisor. I later moved to CNL Securities Corporation in 1989 and then to American Funds in 1993, where I was a Senior Vice President. I have also served on the board of directors for American Funds.I attended the University of Pittsburgh where I graduated with a degree in business. My time of study included a concentration in computer science and math. I have a heart for helping others. I am a two-time recipient of the Graham Holloway award and a recipient of the Daniel C. Brown award.I live in Pittsburgh’s South Hills, with my wife, Lori, and our four children. We are active members of St. Louise de Marillac Church.Contact Info|Greg.weimer@ConfluenceFP.com724.271.8801Confluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov.The content on this page is provided as general information only and should not be construed as an offering of advisory services or a recommendation to buy or sell any security or financial instrument by Confluence Wealth Services, Inc. Investing involves risk; clients may experience a profit or a loss.
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Chief Executive OfficerConfluence Financial Partners Nov 2013 - PresentMcmurray, Pa, UsConfluence Wealth Services, Inc. d/b/a Confluence Financial Partners is an SEC-registered investment adviser. Registration of an investment adviser does not imply any level of skill or training. Please refer to our Form ADV Part 2A and Form CRS for further information regarding our investment services and their corresponding risks. Additional information about Confluence Wealth Services, Inc. is available on the Investment Adviser Public Disclosure (IAPD) website at: www.adviserinfo.sec.gov.
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Regional Sales ManagerAmerican Funds Jul 2011 - Oct 2012Los Angeles, Ca, Us -
Division ManagerAmerican Funds Jun 2009 - Jun 2011Los Angeles, Ca, Us
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WholesalerAmerican Funds Oct 1993 - Jun 2009Los Angeles, Ca, Us
Greg Weimer Skills
Greg Weimer Education Details
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University Of Pittsburgh-JohnstownBusiness Quant
Frequently Asked Questions about Greg Weimer
What company does Greg Weimer work for?
Greg Weimer works for Confluence Financial Partners
What is Greg Weimer's role at the current company?
Greg Weimer's current role is Chief Executive Officer | Confluence Financial Partners.
What is Greg Weimer's email address?
Greg Weimer's email address is le****@****mit.edu
What is Greg Weimer's direct phone number?
Greg Weimer's direct phone number is +172434*****
What schools did Greg Weimer attend?
Greg Weimer attended University Of Pittsburgh-Johnstown.
What skills is Greg Weimer known for?
Greg Weimer has skills like Alternative Investments, Series 63, Retirement Planning, Investments, Series 6, 401k, Investment Advisory, Asset Allocation, Wealth Management, Mutual Funds, Uniform Combined State Law, Finra.
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