David Weinstock

Principal

DWeinstock@WMWealthAdvisors.com | Vcard | High Res Photo | Bio

As Financial Advisor, David is responsible for client services involving Estate, Insurance and Investment Planning. He works directly with clients to develop & implement plans relating to their personal and/or business financial needs.

In 1988, David began his professional career in the field of accounting with Ernst & Whinney’s privately owned emerging business group. It was during this time that he gained the necessary experience and went on to successfully obtain his CPA designation. In 1991, David left the accounting world to work in the financial services industry. He has since focused on assisting high net worth individuals and business owners in carrying out Business, Succession & Estate Planning strategies. It was also during this period that David became a Field Representative with the Prudential Life Insurance Company and a NASD Registered Representative with Pruco Securities, Inc. He joined WeiserMazars Wealth Advisors LLC in 2007.

David has been a member of the New York State Society of CPAs, the American Institute of Certified Public Accounts and the National Association of Life Underwriters and speaks regularly to various industry associations and community groups.
David is also a member of the Estate Planning Council of Greater New York.

David received his Bachelor of Science degree in Accounting from the State University of New York at Buffalo. He continued his education through the National Association of Life Underwriters and received the Life Underwriters Training Council Fellow.