Principal and senior wealth adviser,
The Colony Group
- Growing up he wanted to be a professional basketball player.
- His first job was delivering the Boston Globe.
- Has an uncanny ability to remember song lyrics.
After spending about 18 months in entry-level jobs in large financial institutions processing insurance applications, cold-calling and doing back-office work in his twenties, Bill Weydemeyer, had two realizations. One, that the financial industry is a part of everyone’s life, and two, he wanted to be more client-facing as a big fish in a small pond.
Since joining The Colony Group 13 years ago, he has thrived, working his way up to his current position as vice president and senior wealth adviser.
“I was in part drawn to financial planning because I saw my parents buying bonds, saving for my college education, taking simple vacations and the choices they made about where to live,” said Mr. Weydemeyer, who grew up around the cranberry bogs in rural southeast Massachusetts.
For the past five years, he has volunteered with the Midas Collaborative, which works to build financial security for low- and moderate-income residents across Massachusetts. He has served as a board member, a fundraiser, and as a consultant to the financial coaches.
“It’s been eye-opening to see how well financial planning works across all different socio-economic levels,” said he said. “It can make an even bigger difference when you don’t have a lot of money."
— Deborah Nason