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 35 years, including 34 years at Stifel and firms ultimately acquired by Stifel. She holds the Accredited Asset Management Specialist™ designation and personally oversees approximately $600 million of her clients’ assets.

Debra is a member of the Stifel Chairman’s Council, which consisted of 240 of the firm’s top-producing financial advisors for 2023, who were recognized from among more than 2,300 Stifel financial advisors across the nation. She was also named to Forbes’ America’s Top Women Wealth Advisors list for 2020 and 2021, Forbes’ Best-in-State Women Wealth Advisors list for 2022, 2023, and 2024, as well as Forbes’ Best-in-State Wealth Advisors list for 2021, 2022, 2023, and 2024. In addition, she was named to AdvisorHub’s “Advisors to Watch” list in 2022, 2023, and 2024, and was a recent panelist at the Barron’s Top Women Advisors Summit in Palm Beach, Florida. She is also a founding member of Stifel’s Women’s Initiative Network (WIN), as well as a member of WIN’s Steering Committee. Her husband, David, a 35-plus year investment professional, joined her at Stifel in 2014 to form The Weiner Wealth Management Group.

Highly active in her faith and philanthropic community, Debra has served as the president of several large organizations. Some of which include the WJCouncil and chair of the UJA Federation of NY Westchester Business and Professional division, a global philanthropy helping people in need in the United States and around the world. She remains actively involved in both of these organizations in leadership roles.

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.

An investment industry veteran with more than 35 years of experience, David joined Stifel in 2014 to form The Weiner Wealth Management Group with his wife and business partner, Debra Weiner.

Before joining Stifel, David worked at Chrome Capital Management, LLC, a registered investment advisor he founded. Prior to that, he served as a Managing Director at RBC Capital Markets, where he ran the equity swap desk and marketed equity derivatives to RBC’s corporate clients. He was previously a Managing Director and U.S. head of derivatives at Credit Agricole Lazard Financial Products (CAL FP), a joint venture between Credit Agricole Bank and Lazard Freres. Prior to CAL FP, David held various equity and fixed income derivative positions at UBS Financial Services (and its predecessor firms), Deutsche Bank, and Lehman Brothers.

David began his career in the actuarial field. He earned a B.S. in Economics from the State University of New York at Albany.

Michael began his financial services career upon graduating with a Bachelor of Science in Sport Management – Finance from Sacred Heart University in 2019 and holds Series 7 and 66 securities licenses.

Michael has worked in the financial services industry since 2018 and prides himself on delivering top-tier service. In his role as Portfolio Analyst, he is responsible for providing the advisors on the team with detailed analysis of the many investment vehicles available.

Previously a long-time resident of Suffolk County, Michael now resides on the Upper East Side of Manhattan. He is an avid sports fan who enjoys traveling, spending time with family, and cycling.