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Linda S. Weitz and Alan
R. Stone; A Working Professional Partnership
By Lynda Peeler
Linda
S. Weitz
Brooklyn born, and longtime Florida resident, Linda Weitz is a multi-faceted
person. She began her career in financial planning where she spent 22 years on
Wall Street. Moving south in 1989, she worked for the Florida branch of Gruntal,
her New York employer. Over the next few years she completed a Bachelors degree
at Nova University and worked for Prudential Securities and later for Payne Webber.
Her experience clarified her purpose of helping families build, protect and transfer
wealth from one generation to the next. This she accomplishes through prudent
investment strategies and estate planning techniques. Linda is presently working
for Lebenthal as a Certified Financial Planner, and Vice President - Investments.
She is certified in insurance and annuities, and she carries NASD registration
in securities. Her clientele is from Aventura and Sunny Isles Beach, as well
as worldwide.
All this is accomplished as Mom to three children, a daughter now 17, and two
boys, 15 and 8. She is working on her Master's degree in Business at Nova University.
With all of this going on she occasionally has time to rollerblade, ice skate
and bike.
Alan
R. Stone
A native Floridian, Alan Stone graduated from North Miami Beach Senior High
School. He is also graduate of the University of Florida, obtaining his under
graduate degree in journalism. Next came Law School at Nova University. Alan
practiced Law till the late 80's when he decided to change careers and did so
with confidence in his skills and abilities. He had the privilege of working
with his father, Bill Stone, at Prudential Securities. He obtained various registrations
with NASD. He has always been aware of the importance of the personal touch.
This entails face to face meetings with his clients on a regular basis, and always
being available to them. Alan presently works for Lebenthal in Aventura as First
Vice President - Investments. His clients are from the Sunny Isles Beach and
Aventura area, and he has opened accounts with people overseas.
Alan maintains his Florida Bar License and is active in the Dade County Bar Association.
He is a member of the Aventura Marketing Council and Concerned Citizens of Northeast
Dade. His travel on weekends and international travel has brought him to many
cultures from which he says he always has a renewed appreciation of home. At
home, he enjoys sports, golf, and biking
Alan R. Stone and Linda S. Weiss are partners who enhance each others skills
in working for their clients' financial growth, income investments and liquidity.
This they do with personal and professional expertise and caring. To enjoy the
benefits of these qualities call 305-918-2848.
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