portrait of Guy A Weinhold

About Guy

My team and I oversee and coordinate the financial affairs for a select group of families and small business owners. We are extremely passionate about our clients! Our clients are family. Everything we do revolves around understanding who our clients really are.

We take a deep dive into making sure we know what their goals are and continually learning more about them and how we can help achieve what's important to them.

I customize strategies for every client using a holistic approach that continues to evolve as changes take place in their lives and the world around us.

I have...

Focus Areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • Divorce Finances
  • Charitable Giving
  • Intergenerational Planning
  • College Savings

Work History

  • Edward JonesNovember 2002 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Texas-TylerBachelor of Arts

Personal Interests

  • Wine Collecting/Enthusiast
  • Golfing
  • Tennis
  • Traveling
  • Music

Team Members

  • Stormy Burns
    Registered Branch Associate
  • Suzanne Naccarato
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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