David Weinerman

Having begun my tenure on Wall Street over two decades ago, I have extensive experience in personal and corporate financial management to share with my clients. I am a member of Morgan Stanley’s Director’s Council as well as a CERTIFIED FINANCIAL PLANNER™* and Financial Planning Specialist. In addition to my capabilities in investments, accounting, tax, insurance, estate and retirement planning strategies, and philanthropy, I am highly proficient in serving the needs of corporate clients in areas such as cash flow management, employee benefit plans and insurance planning. Furthermore, I volunteer my business acumen by serving as a board member for a The Sunrise House, a non-profit organization