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The Weiner Wealth Management Group

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The Weiner Wealth Management Group The Weiner Wealth Management Group Helping you pursue your financial goals. The Weiner Wealth Management Group Our mission is to guide our clients in their quest to preserve and grow their assets over multiple generations by providing sound advice, customized investment strategies, and concierge-level service. www.weinerwealthmanagement.com 4 West Red Oak Lane, Suite 101 (914) 694-8600 White Plains, New York 10604 Debra Weiner, AAMS® (914) 694-8606 Senior Vice President/Investments [email protected] David Weiner, AWMA® (914) 694-8644 Senior Vice President/Investments [email protected] Jessica Lang (914) 694-8642 Registered Client Service Associate [email protected] Debra Weiner, AAMS® Senior Vice President/Investments Debra has been helping individuals and institutional clients pursue their financial goals for more than 35 years, including the last 28 years at Stifel and firms with which it has merged. She holds the Accredited Asset Management Specialist® (AAMS®) designation and personally oversees more than $340 million of her clients’ assets. Debra is a member of the Stifel Chairman’s Council and serves on the steering committee for the Stifel Women’s Initiative Network. She was a recent panelist at the Barron’s Top Women Advisors Summit in Palm Beach, Florida. Her husband, David, also a 30-plus year investment professional, joined her at Stifel in 2014 to form the Weiner Wealth Management Group. Highly active in her community, Debra is a past president of Bet Am Shalom Synagogue in White Plains (where she also served as the Ritual Chair for eight years) and is a past president of the Westchester Jewish Council, the Jewish Community Relations Organization of Westchester (with more than 160 member groups) where she continues to serve on their Executive Committee and as their Gala Chair. Debra currently serves as the chair of the UJA Federation/Westchester Business and Professional Board and also served as their Government Relations Chair. Believing financial education to be essential, Debra has spoken at several public forums on various investment topics, including asset management and allocation, tax- efficient investment strategies, and estate planning issues. Debra earned a B.A. with Honors in Economics from the University of Massachusetts at Amherst. Debra is a lifelong resident of White Plains, where she lives with her husband, David. They have a grown daughter who is a recent University of Michigan graduate and is working in Boston. David Weiner, AWMA® Senior Vice President/Investments An investment industry veteran with over 30 years of experience, David joined Stifel in 2014 to form The Weiner Wealth Management Group with his wife and business partner, Debra Weiner. Prior to joining Stifel, David worked at Chrome Capital Management, LLC, a registered investment advisor he founded. Prior to that, he served as a Managing Director at RBC Capital Markets, where he ran the equity swap desk and marketed equity derivatives to RBC’s corporate clients. Prior to that, Mr. Weiner was a Managing Director and U.S. head of derivatives at Credit Agricole Lazard Financial Products (CALFP), a joint venture between Credit Agricole Bank and Lazard Freres. Prior to CALFP, Mr. Weiner held various equity and fixed income derivative positions at UBS (and its predecessor firms), Deutsche Bank, and Lehman Brothers. David began his career in the actuarial field. He holds a B.S. in Economics from the State University of New York at Albany. Jessica Lang Registered Client Service Associate Jessica has more than 19 years of industry experience, including 16 years working with Debbie at Stifel and Ryan Beck & Co., which was acquired by Stifel in 2007. Jesse holds a Series 7 license from FINRA and is the group’s dedicated Registered Client Service Associate. Jesse is detail-oriented, has terrific organizational skills, and is involved in many aspects of the client service experience. As a result, she is able to anticipate client needs, solve problems, and follow through to provide exceptional client service. When not in the office, you can often find her rooting for the Yankees or the Jets, depending on the time of year. Wealth Management Services Our services cover all areas of financial management, from investment and retirement planning, to risk management strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term strategies Financial & Estate Retirement College Professional Insurance & Wealth Planning Planning Planning Planning Money Liability Planning Management Asset Allocation Estate Plan Analysis Retirement Income 529 Plans Fee-Based Business Owner Needs Analysis Planning Advisory Programs Comprehensive Traditional Education Savings Access to Professional Charitable Giving Disability Insurance Financial Planning & Roth IRAs Accounts Money Managers Understanding IRA Rollovers UGMA/UTMA Quarterly Beneficiary Review Life Insurance Social Security & Distributions Accounts Performance Reports Gifting & Estate Retirement Funding College Funding Long-Term Tax Planning Tax Planning Analysis Analysis Care Insurance Corporate Business Cash Retirement Plans Investment Bank & Trust Executive Succession Management for Business Banking Services Services Planning Cashless Stock Life Insurance Check Writing Choosing an Public Offerings & Securities-Based Options Exercise Needs Appropriate Plan Capital Raising Lending Control & Restricted Buy-Sell Reviewing an ® Visa® Debit Card Financial Advisory Visa Credit Cards Stock Transactions Agreements Existing Plan Estate Planning Bill Payment Choosing a Mergers & Trust Management Rule 10b5-1 Plans Considerations Services Plan Provider Acquisitions & Administration Selecting a Key Person Stifel Access Third-Party Municipal Finance Insurance (online account access) Administrator Stifel does not offer legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation. Lending services are provided by Stifel Bank & Trust. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, and Stifel Bank & Trust, Member FDIC. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Bank & Trust or its affiliates, are not guaranteed by Stifel Bank & Trust or its affiliates, and are subject to investment risk, including possible loss of the principal. Trust services are provided by Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. (Stifel Trust Companies), wholly owned subsidiaries of Stifel Financial Corp. and affiliates of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Unless otherwise specified, products purchased from or held by Stifel Trust Companies are not insured by the FDIC or any other government agency, are not deposits or other obligations of Stifel Trust Companies, are not guaranteed by Stifel Trust Companies, and are subject to investment risks, including possible loss of the principal invested. About Stifel As Stifel financial advisors, The Weiner Wealth Management Group has the support of and access to the deep resources of one of the nation’s leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals. Stifel, Nicolaus & Company, Incorporated is a full-service securities brokerage, investment banking, trading, and investment advisory firm founded in 1890. The company is a registered investment adviser with the U.S. Securities and Exchange Commission. Stifel is home to the industry’s largest U.S. equity research platform (includes Keefe, Bruyette & Woods (KBW), a wholly owned subsidiary of Stifel Financial Corp., and other firms acquired by Stifel). Our equity research has ranked in the top ten in the Thomson Reuters Analyst Awards for 11 consecutive years. For more information about the Thomson Reuters Analyst Awards, see www.stifel.com/research. Our parent company, Stifel Financial Corp., has been publicly traded on the NYSE since 1983 (symbol “SF”) and was listed in Fortune magazine’s 100 fastest growing companies in 2009 and 2010. • More than 390 offices across the nation. • More than $270 billion in client assets under management • Seventh largest full-service investment firm in the country in terms of number of financial advisors, with • $3 billion of revenue in 2017 and $21 billion more than 2,200 in total assets • Approximately 7,300 associates • Headquartered in St. Louis, Missouri • Website: www.stifel.com We strive to help all our clients with their wealth – by helping to accumulate it, by managing it, by helping to preserve it, and by transferring it to their heirs. That’s why Stifel offers a suite of products and services to help address every client and every goal. www.weinerwealthmanagement.com 4 West Red Oak Lane, Suite 101 | White Plains, New York 10604 Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com.
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