As a recognized industry leader specializing in wealth management for closely held companies and high net worth individuals and families, Weinstein has grown his practice to serve a diverse client base. It selected MassMutual and MMLIS for access to a best-in-class platform, greater flexibility, more efficient cost structures, a deep pool of experts, superior technology and an expanding pool of curated alternative investments.
This also gave him the opportunity to affiliate with Piller Financial Group, a leader in the MMLIS investment platform to help meet the needs of his clients. owner, Grant Pilleradds: “We are delighted to join forces with LWS Financial and build on the incredible reputation they have built in the high net worth market. We look forward to expanding into the South East and expanding our financial knowledge while providing strong resources to the LWS team.”
Weinstein and his team will operate out of their offices in New York and West Palm Beach. Weinstein’s team includes the CEO Andrew Klein. Klein comes to us from Northwestern Mutual after a successful career spanning more than 20 years in investment banking. His professional experience as a former banker provides a unique insight into the needs of a wide variety of clients, including financial professionals, physicians, and family or founding businesses.
“FAF is proud to have Lee and his team join our organization. His three decades of helping families and businesses secure their financial futures is impressive. His leadership will be instrumental in the growth of our company ” said the managing partner. Michael Book.
About the FAF
Fifth Avenue Financial is the largest general agency of Massachusetts Mutual Life Insurance Company (MassMutual). We are an award-winning firm of industry-leading financial services professionals who excel in a wide variety of areas to help our clients establish the financial security they want for themselves, their families and their businesses. To learn more about Fifth Avenue Financial, visit https://www.fifthavenuefinancial.com/
CRN202507-2723234
SOURCE Fifth Avenue Financial
[ad_2]
Source link
