Debra A. Weiner
Debra has been helping individuals and institutional clients weather the most turbulent markets, navigate an evolving landscape, and focus on creating long-term financial visions for more than 40 years, including 33 years at Stifel and firms ultimately acquired by Stifel. She holds the Accredited Asset Management Specialist™ designation and personally oversees approximately $500 million of her clients’ assets.
Debra is a founding member of Stifel’s Women’s Initiative Network (WIN) and WIN’s Steering Committee. She was also a recent panelist at the Barron’s Top Women Advisors Summit in Palm Beach, Florida. Her husband, David, an investment professional with nearly 35 years of experience, joined her at Stifel in 2014 to form The Weiner Wealth Management Group.
Highly active in her community, Debra is a past president of both Bet Am Shalom Synagogue in White Plains and of the Westchester Jewish Council, the Jewish Community Relations Organization of Westchester County, where she continues to serve on their Executive Committee and as Gala chair. Debra served as the chair of the UJA Federation/Westchester Business and Professional Board, where she is still a board member and also served as their government relations chair.
Believing financial education to be essential, Debra has spoken at several public forums on various investment topics, including asset management and allocation, tax-advantaged investment strategies, and estate planning issues. Debra earned a B.A. in Economics from the University of Massachusetts at Amherst. She is a lifelong resident of White Plains, where she lives with her husband, David. They have a grown daughter who graduated from University of Michigan and is working in New York City.