Jeffrey Weiner
Managing Director - Investments, The Weiner/Rubin/Weiner Financial Team at Benjamin F. Edwards & Co.
- Role
- Managing Director - Investments at Benjamin F. Edwards
- Location
- Baltimore, MD, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jeffrey Weiner
As part of the Weiner/Rubin/Weiner Financial Team, I provide a full range of financial…
Experience
Managing Director - Investments
Nov 2013 — Present · Baltimore, MD, US
Education
Georgetown Law
Juris Doctor (J.D.)
1985 — 1988
Trinity High School (NYC)
High School
1977 — 1981
Haverford College
Bachelor’s Degree, Political Science
1981 — 1985
Skills
- Life Insurance
- Financial Planning
- Wealth Accumulation
- Sep Iras
- Portfolio Analysis
- Asset Planning
- Private Money Managers
- Etfs
- Qualified Retirement Plans
- College Education Planning
- Asset Protection
- Retirement Planning
- 401(K) Plans
- Fee-Based Investment Accounts
- High Net Worth Individuals
- Tax-Advantaged Investment Strategies
- Long Term Care Insurance
- Annuities
- Investment Strategies
- Separately Managed Accounts
- Trust Services
- Investment Planning
- Business Owner Services
- Rollovers
- Ira Accounts
- Investments
- Portfolio Management
- Simple Iras
- Financial Advisory
- Estate Planning
- Asset Allocation
- Mutual Funds
- Wealth Management
- Unit Investment Trusts
- Section 529 College Savings Plans
- Life Event Planning
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