David Weinerman

Managing Director

David Weinerman is the Founder and Managing Director of Weinerman Wealth Management. He is an experienced wealth management and financial advisor with an impeccable reputation.

He has provided wealth management and financial advisory services to high-net-worth families for more than 30 years. Having managed a book of over a billion dollars in assets for many years, David has the experience and knowledge, network, and grit that is invaluable to his high-net-worth clientele. His decades of experience allow him to develop and implement a comprehensive and holistic strategy for a wide variety of sophisticated clientele.

David has been recognized in the Financial Times Top 400 US Advisors list, Barron’s America’s Top 1,200 Advisors and America’s Top Wealth Advisors in Forbes Magazine^*. He has a transparent process to help his clients achieve their financial goals, including investment management, tax mitigation, estate planning, charitable giving, life insurance, lending, and retirement planning strategies. He is licensed in life and health insurance and holds Series 65, 3, and 7 licenses.

David earned a BS in Economics from Florida State University and stays active in his local community. He also participates in charitable foundations and internship programs for college students.

*Ranking Info

2009 – 2021 Barron’s Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron’s Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2009 – 2021). Data compiled by Barron’s based on 12-month period concluding in September of the year prior to the issuance of the award.

2019 Forbes America’s Top 250 Wealth Advisors
Source: Forbes.com (Awarded 2019). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of the year the award was issued.

2018 – 2021 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2018 – 2021). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2016 – 2020 Financial Times Top 400 US Advisors List
Source: ft.com. Data compiled by the Ignites Research based the following time periods:
– Awarded 2018-2020 data based on 12-month period concluding in June of the year prior to the issuance of the award.
– Awarded 2016-2017 data based on 12-month period concluding in September of the year prior to the issuance of the award.

Neither Summit Financial nor its Advisors paid a fee in exchange for these rankings. Some of these rankings were obtained while the advisor was associated with a previous firm. Rankings may not be representative of any one client’s experience nor indicative of the advisor’s current or future performance.

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