Bill Weldon Email & Phone Number
Managing Director - Client Advisor @ Alex. Brown, a Division of Raymond James
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Bill Weldon Location
- Washington, DC, US
Bill Weldon Work
- 2016 -now Managing Director - Client Advisor @
- 1992 -2016 Managing Director @
- 1980 -1992 Senior Vice President @ EF Hutton
Bill Weldon Education
- Princeton University
Bachelor's degree (Chemical Engineering)
1958-1962 - American University
(Graduate Studies in Finance)
Bill Weldon Skills
- Series 7
- Series 63
- Series 8
- Investments
- Portfolio Management
- Equities
- Fixed Income
- Alternative Investments
- Wealth Management
- Asset Management
- Asset Allocation
- Financial Modeling
- Capital Markets
- Securities
- Risk Management
- Valuation
- Investment Strategies
- Mutual Funds
- Relationship Management
- Mentoring
- Networking
- Parenting
Bill Weldon Summary
- Bill Weldon, based in Washington, DC, US, is currently a Managing Director - Client Advisor at WBO Partners of Alex. Brown, a Division of Raymond James. Bill Weldon brings experience from previous roles at Wells Fargo Advisors and EF Hutton. Bill Weldon holds a 1958 - 1962 Bachelor's degree in Chemical Engineering @ Princeton University. With a robust skill set that includes Series 7, Series 63, Series 8, Investments, Portfolio Management and more.
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