Elliott Weir, CFP®, MBA III Financial

About Elliott Weir, CFP®, MBA

Helping Widowed Women Find Financial Peace
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My name is Elliott Weir, the owner of III Financial. I’ve been working with clients like you since 2004. Come to think of it, it has been longer – before I officially started as a financial planner! Let me explain…

I started my career as a technology geek, having earned a Computer Science degree from Southern Methodist University (Go Ponies!). Once I graduated I secured a great job with Ernst & Young LLP as a technology consultant to Fortune 500 companies.

Then on August 20th, 1997 my life changed forever. After a brief battle with cancer, my father passed away at the age of 50. I suddenly found myself helping my mother with insurance, investments, attorneys, CPAs, and more, because my father was the one in charge of these things for the family.

Why I Share This With You
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This formative event explains a lot about who I am, about III Financial, and about what you can expect from me. I choose to work with widowed women because I want to have a meaningful and direct impact on their lives, as I did for my mother.

It took me years to piece it all together into my true calling. In that time, I continued with Ernst & Young, left to earn my Master in Business Administration (MBA) at the University of Texas’ McCombs School of Business, and spent a short while at IBM Tivoli. Then the light bulb went off and I became a financial adviser in 2004.

Read Elliott’s blog here: https://www.iiifinancial.com/widowfinance/

Contact this advisor

Ideal Clients

  • Divorced Women
  • Widow/Widower
  • Women in Transition

Ways Advisor Charges

  • Quarterly Fee

Fee Options

  • Quarterly Fee: $1250+/qtr

 

SEC Records

 

 

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