Germaine Weldon (CFP®, CPA/PFS)

Germaine Weldon focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

NAPFA Start Date

September 27, 2019

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This Office

PO Box 698 Ocean Springs, MS 39566-0698 Phone: (228) 200-8195

Other Offices

PO Box 1610 Flat Rock, NC 28731-1610 Phone: (228) 200-8195