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.