301 East Pine Street
We start with the conversation focusing on the client’s goals. With those goals in mind we create and implement a customized approach to achievement. We focus on Retirement & Estate Planning while keeping an eye on possible risks. We help clients achieve Growth Strategies, Income Strategies, and Asset Preservation Strategies for their goals. For clients with more focused goals, we will tailor our plans, such as College Planning & Protection Solutions.
Special Care Planner, Financial Services Representative
Cory Weiser has over 20 years of experience in the Financial Services industry and currently resides in Windermere, FL with his wife Julie, and son Emryk. Cory works closely with individuals and small business owners to customize...
Chief Operations Officer
Chief Experience Officer
Emilynn has been with Weiser Financial more than 2 years and has 5 years of managerial experience. She leads the client review processes to ensure clients receive the white glove service once they have joined the Weiser Financial...
Client Relationship Manager
Financial Planning Coordinator
Earned a Bachelors of Science in Finance from Florida State University. Matt has over 9 years experience in the Financial Services Industry.
Euan Wilson, CFA®, AWMA®, joined Weiser Financial in 2022, and serves as the team’s portfolio analyst. He facilitates trading, portfolio development and maintenance, and investment reviews and analytics; all with the...