2008 -2012 Investment Advisor @ Morgan Stanley; Smith Barney
2004 -2008 Investment Advisor @
1998 -2004 President @ White Knight Resources
1990 -1997 Investment Advisor @
1986 -1990 Investment Advisor @ The Ohio Company
William Weimer Education
Muskingum College
Bachelor of Arts (B.A.) (Political Science)
1970-1974
William Weimer Skills
Wealth Management
Retirement Planning
Long Term Care Insurance
Securities
Portfolio Management
Exchange Traded Funds
Annuities
William Weimer Summary
William Weimer, based in Lancaster, OH, US, is currently a Wealth Manager at Parkview Partners Capital Management Team, Stratos Wealth Partners. William Weimer brings experience from previous roles at LPL Financial, Stratos Wealth Partners, Morgan Stanley; Smith Barney and Legg Mason. William Weimer holds a 1970 - 1974 Bachelor of Arts (B.A.) in Political Science @ Muskingum College. With a robust skill set that includes Wealth Management, Retirement Planning, Long Term Care Insurance, Securities, Portfolio Management and more. William Weimer has 1 emails and 3 mobile phone numbers on RocketReach.
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