FOR IMMEDIATE RELEASE
– Rubenstein joins the LWM team as Associate Wealth Consultant –
Plantation, FL – January 24, 2019 – Legacy Wealth Management (LWM) announced today that Nuri Rubenstein has joined its team as an Associate Wealth Consultant. Rubenstein will be responsible for serving clients, delivering financial planning, completing research, and developing new client relationships. The addition of Rubenstein is expected to help the South Florida-based financial planning and investment advisory firm continue its tradition of delivering personalized, objective financial guidance to its clients.
“We are very pleased to have Nuri joining our team,” said Tony DuBose, Managing Principal. “Nuri’s strong work ethic and disciplined approach to her studies made her stand out in our search for an advisor. We are proud that the growth of LWM has allowed us to expand our team.”
Legacy Wealth Management welcomes Nuri to the team as Associate Wealth Consultant.
Rubenstein brings 10 years of financial services experience to Legacy Wealth Management. Prior to LWM, she worked as a Divisional Vice President of Relationship Management for John Hancock’s retirement plan services division. Rubenstein is consistently setting new goals for herself. Besides holding her Series 6, 7, 63 and Life Insurance licenses, she is currently studying for her Series 65- Registered Investment Advisor license.
Nuri Rubenstein, Associate Wealth Consultant, said, “I believe that integrity and transparency in this business are key in order to have the best client-advisor relationships. More than anything, I believe it is how we treat other people that really matters.” Added Rubenstein, “I look forward to making a positive impact at LWM and on the lives of our clients and their families through honest and compassionate dialogue.”
About Legacy Wealth Management
Legacy Wealth Management is a wealth management firm located in South Florida providing comprehensive financial planning and wealth management services. LWM offers clients objective, independent investment advice coupled with a sound financial plan that addresses their life goals. Its team of professionals has over 150 years of combined experience working with complex financial matters. Legacy Wealth Management provides investment services through several distinct platforms including professionally managed accounts, mutual funds, individual fixed income securities, private non-traded REIT's, insurance products and more.
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If you would like more information about this news release, please contact Legacy Wealth Management at (954) 474-7100 or email at [email protected]
Series 6, 7 and 63 registrations held through LPL Financial.
Securities Offered Through LPL Financial, Member FINRA/SIPC. Investment Advice Offered Through LWM Advisory Services, LLC, A Registered Investment Advisor. Legacy Wealth Management and LWM Advisory Services, LLC Are Separate Entities from LPL Financial. Tracking 1-817388