I bring over 50 years of experience to my clients, specializing in the use of life insurance and investment products for estate, business, retirement, and charitable planning.
About Bruce:
In 2006, Mr. Weinstein was bestowed the AXA Advisors National Honor Associate award, the highest award given to a field of over 6000 representatives nationally within AXA, now Equitable. He is active in numerous industry organizations including the Atlanta Estate Planning Council, the National Association of Insurance and Financial Advisors, and a member of the Million Dollar Round Table. He is a sought after industry speaker on his areas of specialty.
Bruce is extremely active in the community. He is active in, and a past executive committee member of the Jewish Federation of Greater Atlanta. He was named the Financial Advisor of the Year in 2016 for his work on the “Create a Legacy” program. He is a Trustee, and a past officer of the Marcus Jewish Community Center, where he was honored as the Man of the Year in 2007.
He is also active in Hillels of Georgia. He is past national president of the Zeta Beta Tau Fraternity Foundation, and past president of the University of Alabama Atlanta Alumni Association. Bruce coached youth baseball for over 30 years.
Mr. Weinstein is a member of Congregation B’nai Torah and currently resides in Sandy Springs, GA with his wife of 47 years, Germaine. They have 3 children and 7 grandchildren.
Professional Credentials, Affiliations, and Awards
- CLU
CA Insurance License #: 0C89291