At this breakfast, Greg Weimer, Partner at Confluence Financial, will be sharing his best leadership content.
In a profession that reveres experience, Greg has been guiding his clients in the management of their wealth since 1986. It was then that he joined Butcher & Singer as a Financial Advisor. He later moved to CNL Securities Corporation in 1989 and then to American Funds in 1993, where he was a Senior Vice President. He has also served on the board of directors for American Funds.
Greg attended the University of Pittsburgh where he graduated with a degree in business. His time of study included a concentration in computer science and math. Professionally, he holds Series 24, 26, 7, 63 and 65 licenses. He is a Wealth Manager for Raymond James Financial Services.
Greg lives in Pittsburgh’s South Hills, with his wife, Lori, and their four children. Greg and his family are active members of St. Louise de Marillac Church.
Greg has a heart for helping others and serves as the Capital Committee Chairperson for City Mission in Washington, PA. He is a two-time recipient of the Graham Holloway award.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Confluence Financial Partners is an independent firm.