Weir Financial Resources

Jonathan D. Weir, JD*

Jon concentrates his practice in the area of executive benefits & compensation for all types and sizes of businesses. Jon has become recognized nationally for his background in benefits work and institutional revenue enhancement utilizing company owned life insurance (COLI) planning within financial institutions. Through his experience and constant research, Jon brings leading edge plan, product, technology, compliance and service offering to his clients. Jon is a results-oriented planner, as well as an effective communicator, educator, and leader.

As a supporter of his professional and civic communities, Jon has served the following organizations:

  • New York Insurance Association Committee Member
  • New York State Bar Association Member
  • American Bar Association Member
  • NYS Society of CPAs Member
  • Society of Financial Service Professionals Member
  • Western New York Planned Giving Consortium Member
  • University at Buffalo Center for Entrepreneurial Leadership Alumni Association Board Committee Chair
  • Pro Zoo Board Member
  • BISON Inter-City Scholarship Opportunity Network Advisory Board Member
  • Buffalo Club Committee Member

    Jon earned his BA from Boston University and his JD with Tax Certification from the University at Buffalo School of Law. Jon holds Series 6 & 63 licenses.
    * Licensed, not practicing.
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