MML Investor Services attracted an experienced financial advisor from North West Mutual.
Lee Weinstein formed LWS Financialaffiliated with MassMutual and MMLIS and join Fifth Avenue Financiala general agency of Massachusetts Mutual Life Insurancespecifies the FAF in a press release.
Weinstein specializes in serving private businesses and high net worth individuals and families and was previously with Insight Financialaccording to the FAF.
Insight Financial team members “use Insight Financial as a trade name to conduct business as representatives of Northwestern Mutual,” according to the company’s website.
Weinstein has also linked up with Piller Financial Groupanother company from the MMLIS investment platform, says FAF.
He and his team will operate from offices in New York and West Palm Beach, Fla., according to the firm.
Weinstein entered the financial services industry in 1990, registering with Robert Baird & Co. and Northwest Mutual Investment Services as a broker, according to BrokerCheck. His registration with Robert Baird ended in 2002, and in 2012 Weinstein also registered as an investment adviser with Northwestern, according to his filing.
“Evolution was knocking on my door and the solution became clear: I needed to partner with organizations that share my customer-focused values, can provide next-level service, and free me to focus on the asset management and planning,” Weinstein said in the announcement.