Bruce Weinstein, CLU

Mr. Weinstein brings over 45 years of experience to his clients, specializing in the use of life insurance and investment products for estate, business, retirement and charitable planning.

He maintains the professional designation of Chartered Life Underwriter* (CLU).

 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 Top of the Table 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 a current executive committee member of the Jewish Federation of Greater Atlanta.  He was named the Financial Advisor of the Year for his work on the “Create a Legacy” program.  He is on the board, and a past officer of the Marcus Jewish Community Center, where he was honored as the Man of the Year.

He is also an executive committee member of the Hillels of Georgia, a national board member for the Zeta Beta Tau fraternity, and past president of the University of Alabama Atlanta Alumni Association.  Bruce also continues to coach youth baseball every year.

Mr. Weinstein is a member of Congregation B’nai Torah and currently resides in Sandy Springs, GA with his wife of 35 years, Germaine.  They have three children and six granddaughter.

 *A professional designation of the American College


California Insurance License #: OC89291

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Your Wealth Partners is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone (404) 266-9666
Fax (404) 760-2390