Fort Worth, TX (September 17, 2024)
Bill Weston, WPWealth Partner has joined Leadership Fort Worth’s LeadershipClass of 2024.
LeadershipClass is a nine-month program that exposes established leaders to the diverse needs and issues facing the community and enables them to become Community Trustees of Fort Worth’s future. The program features a series of sector-focused days that provide insight into how Fort Worth operates.
“I am looking forward to the next nine months with Leadership Fort Worth’s LeadershipClass program,” stated Weston. “To have the opportunity to learn more about the needs of the Fort Worth Community and build leadership capabilities alongside a talented group of professionals is incredible.”
Weston joined WPWealth in 2017 and currently serves as the head of the investments committee for the wealth management practice. Additionally, he helps clients with financial tax and estate planning, retirement, insurance, and employer sponsored retirement plans.
Weston is a CERTIFIED FINANCIAL PLANNER™ and holds his Series 66 as an Investment Advisor Representative along with his Group 1, Texas Department of Insurance License. He previously worked for an institutional investment manager as a planning and investment consultant. Weston’s passion for helping others through life events speaks to his knowledge and experience in the wealth management industry.
Outside of WPWealth, Weston serves on The University of Texas at Austin Economic Alumni Committee and the American Heart Association Executive Leadership Heart Ball team. He lives in Fort Worth with his wife and three children and enjoys keeping his hands full with their family activities.
About Leadership Fort Worth
One of the oldest community leadership-development programs in the nation, Leadership Fort Worth engages and challenges leaders to plan for the future and function as trustees by committing themselves to making their communities a better place to live. For more information on Leadership Fort Worth, visit www.leadershipfortworth.org.
About WPWealth LLP
WPWealth LLP is a Registered Investment Advisor with the Securities and Exchange Commission. WPWealth is comprised of a team of certified financial professionals whose mission is to offer comprehensive, unbiased advice to clients, knowing all working aspects of their financial situation. For more information on WPWealth, please visit www.wpwealth.com.
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