William C. Weydemeyer, CFP®
Senior Associate Financial Counselor
Bill is a Senior Associate Financial Counselor at the firm, responsible for supporting a team of Colony Wealth Management counselors in connection with all aspects of the firm’s relationships with high net worth individuals and corporate executives, including planning and implementing clients’ financial planning, investment management, and tax objectives.
He started at The Colony Group as a Portfolio Administrator in Colony Investment Management, where he was responsible for new accounts, custodial communications, and client service requests. Previously, Bill was employed by John Hancock Financial Services as an Annuity New Business Specialist and by Investors Bank & Trust as a Client Service Administrator. Bill earned a Bachelor of Arts in Communications from Hamilton College and holds the Certified Financial Planner® designation.