Who’s Moving Where In Wealth Management – CIBC Private Wealth, Raymond James

Editorial Staff

6 June 2023

CIBC Private Wealth
CIBC Private Wealth, US, has appointed Robert McKeon as its new chief fiduciary officer responsible for overseeing the fiduciary activities and trust administration practices of the firm’s National Trust Company and Delaware Trust Company.

Prior to joining CIBC Private Wealth McKeon, who brings more than 25 years of experience to this role, served as an executive vice president and senior director of fiduciary oversight at M&T Bank/Wilmington Trust.

Previously, McKeon held leadership positions in the wealth management and fiduciary divisions of Merrill Lynch, Morgan Stanley and Capital One. McKeon earned a bachelor’s degree in finance from Villanova University, a Juris Doctor degree from Seton Hall University Law School and an LLM in taxation law from the Villanova University School of Law.

Raymond James
Raymond James has recently welcomed financial advisor David Weimer to Raymond James Financial Services – the firm’s independent advisor channel – in Glenwood Springs, Colorado.

Weimer founded and leads Weimer Wealth Management. His team includes senior client services manager, Julie Pelland, and client service associates, Lisa Weimer and Debbie Bethell. Previously, the group was affiliated with Edward Jones where they managed more than $165 million in client assets. They provide a personalized wealth management experience to clients, which range from business owners to families to retirees.

Weimer has gained more than 23 years of experience since launching his financial planning career at Edward Jones in 1999. He graduated from the University of Wisconsin – Madison with a bachelor of science in civil and environmental engineering and earned a master of business administration in finance from Virginia Tech University.

On joining RJFS, Weiner said: “Raymond James offers us and our clients an extensive suite of investment solutions and resources, backed by the support of experienced professionals. Through this move, we are better able to serve our clients’ unique needs, as no one financial plan fits all.”