William B. Weimer Email & Phone Number

In 1985, Bill began his financial career at The Ohio Company in Columbus, Ohio. He continues to enjoy assisting clients in building portfolios structured for income and growth; in many cases, serving families through several generations. To help clients work toward their goals, he and his team customize strategies using varied investments including stocks, bonds, exchange-traded funds, annuities, mutual funds as well as fixed-income and alternative products. His services also include advising on retirement and estate plannng strategies, assisting with long-term care insurance and providing second opinion analysis. As clients work with Bill on their estate planning strategies, he encourages them to have professional reviews of insurance policies, wills and other legal documents. He helps them connect with related services through LPL Financial or a network of CPAs and attorneys. After each client agrees upon recommendations, he implements a plan for investments largely on a commission-free, fee-based basis.A current member of the Lancaster Rotary Club, Bill has a history of active involvement in several Ohio communities. He was formerly board chairman at the Jerry Garver YMCA in Reynoldsburg as well as the Fairfield County’s Alcohol, Drug Addiction and Mental Health board. With offices in Lancaster and Columbus, he meets with clients throughout central Ohio and in several states. Bill and his wife Maggie Sanese Weimer live in Pickerington.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: Ohio, Florida, Illinois, Maine and Massachusetts.

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  Muskingum College

  Graduated 1974