Episode #106: Interview with Greg Weimer, Partner at Confluence Financial Partners
This episode comes to you from our interview series, in which I interview great leaders and try to extract their best leadership practices. In this episode, I had the privilege of interviewing Greg Weimer, Partner at Confluence Financial Partners. In the interview, Greg shares his best leadership content. I know this episode will add a ton of value to you! Enjoy!
In a profession that reveres experience, Greg has been guiding his clients in the management of their wealth since 1986. It was then that he joined Butcher & Singer as a Financial Advisor. He later moved to CNL Securities Corporation in 1989 and then to American Funds in 1993, where he was a Senior Vice President. He has also served on the board of directors for American Funds.
Greg attended the University of Pittsburgh where he graduated with a degree in business. His time of study included a concentration in computer science and math. Professionally, he holds Series 24, 26, 7, 63 and 65 licenses.
Greg lives in Pittsburgh’s South Hills, with his wife, Lori, and their four children. Greg and his family are active members of St. Louise de Marillac Church.
Greg has a heart for helping others and serves as Vice Chairman of the Washington City Mission. He is a two-time recipient of the Graham Holloway award and a recipient of the Daniel C. Brown award. Greg is a Wealth Manager with Raymond James Financial Services, Inc. Member FINRA/SIPC. The opinions expressed are not necessarily those of Raymond James & Associates.
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