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Bill Weidner, Chsnc

Owner at The Piedmont Carolinas Group, llc
Intro Book
Expert financial professional with 35 years of experience in Special Needs Planning and related fields.
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Location
Chapel Hill, North Carolina, United S...
Skills
  • Special Needs Planning
  • Financial Planning
  • Estate Planning
  • Retirement Planning
  • Business Succession
  • Show all
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Bio

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Bill Weidner, Chsnc, is a seasoned financial professional with 35 years of experience in Special Needs Planning, Financial Planning, Estate Planning, and more. He holds prestigious designations from The American College, including ChSNC, ChFC, CLU, and CASL. With a strong educational background from Hofstra University and a veteran's background, Bill has built a reputation as a trusted expert in his field. As a seasoned owner and manager, Bill has successfully led teams and built businesses, including his own financial service office with 50 employees. He has served as an Agency Manager for Prudential Financial and has a proven track record of delivering exceptional results in retirement planning, business succession, and insurance planning.

Experience

  • The Piedmont Carolinas Group, llc
    • Durham, Cary, Chapel Hill
    • Owner
      • May 1989 - Present
      • Durham, Cary, Chapel Hill
  • Prudential Financial
    • Greensboro, Raleigh, Fayetteville
    • Manager
      • 2000 - 2005
      • Greensboro, Raleigh, Fayetteville

      Served as Agency Manager for offices in Greensboro, Winston Salem, Fayetteville, and Raleigh

  • The Suffolk Group, Inc.
    • Hauppauge, Long Island New York
    • Manager Owner
      • Aug 1972 - May 1989
      • Hauppauge, Long Island New York

      Sole Owner of this Financial Service Office with 50 employees. Built from a Scratch shop to one of Long Island Leading offices.

Education

  • 1970 - 2010
    The American College
  • 1970 - 2010
    The American College
  • 1961 - 1965
    Hofstra University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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