Jackson

Jackson

Daniel Weaver 

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Daniel Weaver

Private Wealth Advisor
Registered Representative, INVEST

dweaver@ewmadvisors.com

Born and raised in the Jackson, MI area, Dan has been helping people secure their financial futures since 2007.  In 2011, he joined the Executive Wealth Management team.  Dan’s experience coupled with his extensive research of the financial markets allows him to deliver a disciplined approach to wealth management.  Dan plays an active role in the Jackson area and surrounding communities, volunteering and supporting organizations including, The Jackson Rose Festival, the Township Village Police Association, Jackson Area Professional Firefighters, 4-H and other local charities.   Dan resides in Horton and enjoys golf, basketball, time on the lake, golf, hunting, and fishing.  

William Barker 

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William Barker

Private Wealth Advisor
Registered Representative, INVEST

wbarker@ewmadvisors.com

Born in Detroit, MI bill has been in the securities industry for over 45 years. He and his partner created the Barker Weber Insurance Agency in 1982 which he operates in addition to the financial work. Through the years he has been active in his church and has often given time and financial donations to various organizations in the community including Jackson Christian Schools; Center for Women, various 4H Clubs, and other local charities. Bill and his wife live in Jackson, MI and he enjoys the time he is able to spend on the golf course. 

Amberlee D. Pickering 

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Amberlee D. Pickering 

Registered Sales Assistant
Associated Person, INVEST

apickering@ewmadvisors.com

Amberlee has been with Executive Wealth Management since 2012 as Executive Assistant to William J. Barker & Daniel C. Weaver in our Jackson Office location. Amberlee obtained her Series 6 exam in 2016 and followed it with her Series 63 in early 2017. Amberlee is the first point of contact for our Jackson location and trusted support contact for all of your service needs. She resides in Jackson with her husband, their two children, corgi (Dave), and cat (Mr. Charlie). Amberlee enjoys reading, writing and trips to Disney World with her family.

INVEST Financial Corporation, member FINRA/SIPC and affiliated insurance agencies offer securities, advisory services, and certain insurance products.  INVEST is not affiliated with Executive Wealth Management, Fortunatus Investments, 401K GPS, Executive Financial Planning, TD Ameritrade or its affiliates, Atria Investments or its affiliates, or Modestspark or its affiliates.  Advisory services offered through Executive Wealth Management a registered investment advisor.

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

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