Professional

After earning his bachelor's degree from the University of Michigan, Lee began his career in insurance and investment planning in 1989 and is also a principal of Insight Financial. He is a Wealth Management Advisor with Northwestern Mutual Wealth Management Company and a licensed insurance agent. Lee is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6, 63, and 7 registrations and his Life, Accident & Health insurance license. He earned the Certified Life Underwriter and the Chartered Financial Consultant designations in 1995. Lee's area of expertise includes estate planning for high net worth individuals with a focus on business owners where he draws on his extensive experience in estate planning, executive benefits planning including non-qualified and business succession planning.

AWARDS AND HONORS
Industry Awards: 

Million Dollar Round Table – 

  Qualifying/Life Member 2004 - 2016
  Qualifying Member 1996 - 2003
  Provisional Member 1995

Company Awards:
Northwestern Mutual Forum 1998 - 2015

Lee has been a qualifying member of the Northwestern Mutual Forum for the past seventeen years, which places him amongst the top producers in the company nationally.
 

ASSOCIATION/MEMBERSHIPS: 

  • Million Dollar Round Table
  • National Association of Insurance and Financial Advisors

 

 

Lee Weinstein, CLU®, ChFC®
Wealth Management Advisor


Insight Financial

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck