Bill Weston

 

Bill Weston joined Peachtree Planning in September 2017 as a financial representative.  Before joining Peachtree Planning, he severed as the National Sales Executive for the West region of The Compliance Store.  He brings an extensive background of experience that includes strategic marketing, account management, communications, business development, and leadership skills in long term care and hospice. Bill has presented at many state, regional and national conferences such as National Hospice and Palliative Care Organization, North Dakota Health Care Association, American Health Care Association, and National Leading Age by developing new business and managing customer retention. He is a performance driven professional who has been highly successful at building relationships at all levels, as well as introducing products and services that provide people in the healthcare industry with solutions.  These solutions help customers improve their regulatory environment, save time, and increase revenue while providing excellent resident care.

Prior to The Compliance Store, Bill served as the executive account manager at Optum RX, also known as HospiScript Services, LLC, where he was the liaison between customer and pharmacy network.  He consulted with clinical pharmacist and local pharmacies to develop strategic drug formularies, negotiated drug agreements, and improved drug utilization while reducing cost, improving patient outcomes, and provided a positive overall family experience for hospice groups across the United States.  He has also worked at ALLTEL Communications where he handled responsibilities such as increased business development, customer retention, and provided education on new products and services.

Bill received his a B.S degree in Marketing from Troy University.  He is married to Heather and they have a beautiful baby girl.

His office is located at 4256 Lomac Street, Suite 100, Montgomery, Alabama 36106.  The phone number is 334.398.1991.  His email address is bill.weston@peachtreeplanning.com.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.  Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. 2017-51273 Exp. 12/19
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© 2018 Peachtree Planning Corporation. ALL RIGHTS RESERVED

This material is intended for general public use. By providing this material, Peachtree Planning Corporation is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are agencies of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5040 Roswell Road, Atlanta, GA 30342, Phone #404.260.1600. PAS is an indirect, wholly-owned subsidiary of Guardian. Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are not affiliates or subsidiaries of PAS or Guardian.

Important Disclosures.
2015-10691 Exp 10/17

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