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Weston Weller, Financial Advisor

FINANCIAL ADVISOR
Weston S Weller Sr

CFP®
324 West Bay Dr NW Suite 103, Olympia, WA 98502opens in a new window
CallSend Me a Message

Focus Areas

  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

About Weston

I started following the stock market in 1989 after reading Master Your Money. It was a book that changed my perspective on finances and ultimately led to my career at Edward Jones. My track to becoming a financial advisor began over 20 years ago while my wife was pregnant with our sixth child. With a career change from pastor to financial advisor, I set a goal and haven't looked back. During my journey, I obtained the CERTIFIED FINANCIAL PLANNER™, CFP®, certification and the Accredited Asset Management Specialist™ (AAMS™) designation to serve my clients better. I also have a bachelor's degree...

Work History

  • Edward JonesJuly 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Dallas Theological SeminaryMaster of Arts
  • Dallas Theological SeminaryMaster of Theology

Personal Interests

  • Community Outreach
  • Mountain Biking
  • Outdoor Enthusiast
  • Snorkeling
  • Spending Time with Family

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Phone

(360) 943-5844

Fax

(866) 574-0132

Office Address

324 West Bay Dr NW Suite 103
Olympia, WA 98502opens in a new window

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