John Weeks
About John Weeks
John Weeks serves as the Managing Director of Family Wealth & Business Transition Planning at The Colony Group, where he has worked since 2011. He has extensive experience in financial services and community leadership, previously holding positions at US Trust and Bank of America.
Work at Colony
John Weeks has served as the Managing Director of Family Wealth & Business Transition Planning at The Colony Group since 2011. In this role, he focuses on guiding clients through the complexities of wealth management and business transition strategies. His expertise in these areas supports clients in achieving their financial goals and ensuring smooth transitions for their businesses.
Previous Experience at US Trust
Prior to his current role, John Weeks worked at US Trust as Managing Director and Market Executive from 1996 to 2011. During his 15 years there, he held significant leadership responsibilities, contributing to the firm's growth and client service initiatives. His experience at US Trust laid a strong foundation for his subsequent career in wealth management.
Leadership Role at Bank of America
John Weeks was the New Hampshire State President at Bank of America from 2008 to 2011. In this capacity, he oversaw operations and strategic initiatives within the state, enhancing the bank's presence and service offerings. His leadership at Bank of America further developed his skills in financial management and client relations.
Education and Expertise
John Weeks earned a Bachelor of Arts degree in Economics from Middlebury College, where he studied from 1979 to 1983. He also holds the BEI Certified Exit Planner (CExP) designation, which signifies his expertise in exit planning for business owners. This educational background and certification enhance his ability to provide informed financial guidance.
Licenses and Financial Knowledge
John Weeks possesses several financial licenses, including Series 7, 63, 65, and 24. These licenses demonstrate his comprehensive understanding of financial regulations and investment strategies, enabling him to navigate complex financial landscapes and provide effective advice to his clients.