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Debra A. Weiner, AAMS®
Senior Vice President/Investments

Debra has been helping individuals and institutional clients pursue their financial goals for more than 35 years, including the last 28 years at Stifel and firms with which it has merged. She holds the Accredited Asset Management Specialist® (AAMS®) designation and personally oversees more than $340 million of her clients' assets.

Debra is a member of the Stifel Chairman's Council and serves on the steering committee for the Stifel Women's Initiative Network. She was a recent panelist at the Barron's Top Women Advisors Summit in Palm Beach, Florida. Her husband, David, also a 30-plus year investment professional, joined her at Stifel in 2014 to form the Weiner Wealth Management Group.

Highly active in her community, Debra is a past president of Bet Am Shalom Synagogue in White Plains (where she also served as the Ritual Chair for eight years) and is a past president of the Westchester Jewish Council, the Jewish Community Relations Organization of Westchester (with more than 160 member groups) where she continues to serve on their Executive Committee and as their Gala Chair.

Debra currently serves as the chair of the UJA Federation/Westchester Business and Professional Board and also served as their Government Relations Chair.

Believing financial education to be essential, Debra has spoken at several public forums on various investment topics, including asset management and allocation, tax-efficient investment strategies, and estate planning issues. Debra earned a B.A. with Honors in Economics from the University of Massachusetts at Amherst.

Debra is a lifelong resident of White Plains, where she lives with her husband, David. They have a grown daughter who is a recent University of Michigan graduate and is working in Boston.


David Weiner, AWMA
Senior Vice President/Investments

An investment industry veteran with over 30 years of experience, David joined Stifel in 2014 to form The Weiner Wealth Management Group with his wife and business partner, Debra Weiner.

Prior to 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. Prior to that, Mr. Weiner was a Managing Director and U.S. head of derivatives at Credit Agricole Lazard Financial Products (CALFP), a joint venture between Credit Agricole Bank and Lazard Freres. Prior to CALFP, Mr. Weiner held various equity and fixed income derivative positions at UBS (and its predecessor firms), Deutsche Bank, and Lehman Brothers. 

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


Jessica Lang
Registered Client Service Associate

Jessica has more than 19 years of industry experience, including 16 years working with Debbie at Stifel and Ryan Beck & Co., which was acquired by Stifel in 2007. Jesse holds a Series 7 license from FINRA and is the group's dedicated Registered Client Service Associate. Jesse is detail-oriented, has terrific organizational skills, and is involved in many aspects of the client service experience. As a result, she is able to anticipate client needs, solve problems, and follow through to provide exceptional client service. When not in the office, you can often find her rooting for the Yankees or the Jets, depending on the time of year.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck