Lee Weinstein CLU®,ChFC®,AEP®
Login to view DISC.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.
Read the full overview →How Lee shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics Lee cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.