Raymond James welcomes $165 million financial advisor in Colorado
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor David Weimer to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Glenwood Springs, Colorado, according to Kirk Bell, Central division director for RJFS.
Weimer founded and leads Weimer Wealth Management, and his team includes senior client services manager, Julie Pelland, and client service associates, Lisa Weimer and Debbie Bethell. Previously, the group was affiliated with Edward Jones where they managed more than $165 million in client assets. They provide a personalized wealth management experience to clients, which range from business owners to families to retirees.
“Raymond James offers us and our clients an extensive suite of investment solutions and resources, backed by the support of experienced professionals. Through this move, we are better able to serve our clients’ unique needs, as no one financial plan fits all,” said Weimer.
Weimer has gained more than 23 years of experience since launching his financial planning career at Edward Jones in 1999. Originally from Oconomowoc, Wisconsin, Weimer graduated from the University of Wisconsin – Madison with a Bachelor of Science in Civil and Environmental Engineering. He also earned a Master of Business Administration in Finance from Virginia Tech University.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.25 trillion as of Apr. 30, 2023. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Weimer Wealth Management is not a registered broker dealer and is independent of Raymond James Financial Services.