Bill Weydemeyer, MBA, Cfp®
About Bill Weydemeyer, MBA, Cfp®
Bill Weydemeyer is a Principal and Senior Wealth Advisor at The Colony Group in Boston, MA, with over 10 years of experience in personalized financial advice and comprehensive financial planning. He holds an MBA from Northeastern University and a Financial Planning Certificate from Boston University.
Work at Colony
Bill Weydemeyer has served as Principal & Senior Wealth Advisor at The Colony Group since 2006. With 18 years of experience in this role, he provides personalized financial advice and implements comprehensive financial plans for clients. His tenure at The Colony Group is marked by a commitment to helping clients navigate complex financial landscapes in Boston, MA.
Education and Expertise
Bill Weydemeyer holds a Master of Business Administration (MBA) from Northeastern University, where he studied Finance from 2011 to 2013. He also earned a Financial Planning Certificate from the Boston University Center for Professional Education, completing his studies from 2007 to 2009. Additionally, he obtained a Bachelor of Arts in Communications from Hamilton College, studying from 2000 to 2004. His educational background supports his expertise in various financial disciplines.
Background
Prior to his current role, Bill Weydemeyer worked as a Client Services Administrator at Investor's Bank & Trust from 2005 to 2006. He also held a position as Annuity New Business Specialist at John Hancock from 2004 to 2005. These roles contributed to his foundational knowledge in financial services and client management.
Specializations
Bill Weydemeyer specializes in several areas of financial planning, including risk management, investments, asset allocation, tax planning, retirement planning, estate planning, and insurance planning. His comprehensive approach allows him to address the diverse financial needs of his clients effectively.
Personal Interests
In addition to his professional pursuits, Bill Weydemeyer enjoys golfing, reading, and playing basketball. He is also a fan of Boston sports teams, including the Patriots, Bruins, Red Sox, and Celtics, reflecting his connection to the local community.