Lee Weinstein CLU®,ChFC®,AEP®

Critic
DISC Type : C

Founder at LWS Financial

West Palm Beach, Florida, United States

Overview

Lee Weinstein is the founder of LWS Financial, bringing over three decades of experience since starting his career in 1989. An alumnus of the University of Michigan and an Accredited Estate Planner (AEP), he is recognized for his expertise in wealth management, estate planning, and insurance solutions. Colleagues describe him as knowledgeable and thorough.

While his professional life is well-documented, public information on his personal hobbies is limited. His long-standing career suggests a deep passion for financial strategy and client success. He is also interested in professional organizations like the National Association of Insurance and Financial Advisors (NAIFA).

He was recently honored by being named to the Forbes 2025 Best-in-State Financial Services Professionals list.

Personality Overview

Precise

Negotiator

ROI Driven

They choose to analyze logically and value facts to emotions.  They like to do things independently and don’t look for support from others. They are quite likely to negotiate on pricing or other key terms.

Topics They Care About

Estate & Legacy Planning
A primary focus of his practice, backed by his Accredited Estate Planner (AEP) certification and years of specialized experience.
Wealth Management
He founded LWS Financial specifically to cater to the growing needs of his wealth management clients, indicating a core business focus.
Business Succession
He lists business succession planning as a key area of guidance he provides to business owners.

Media Appearances

Lee has no verified media appearances

Work History

7-2022
Founder at LWS Financial
6-2015 - 6-2022
Principal at Insight Financial
3-2003
President/Owner at LW Solutions
1-2003
Founder at LW Solutions
8-1989 - 6-2022
Wealth Management Advisor at Northwestern Mutual Financial Network

Education

1985 - 1989
Bachelors from University of Michigan

More Information

Social Presence :

Prographics :

Exp : 36 Location : West Palm Beach, Florida, United States Job Level : Leadership Designation : Founder at LWS Financial
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Insights For Selling To Lee

During A Call Or A Meeting

DO's

  • Don’t forget to mention how you compare to competition on both features and pricing
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Make extra effort to not seem pushy or confrontational
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lee is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Lee

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Lee move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Lee take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Lee

Personality Compatibility


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