"October. This is one of the peculiarly dangerous months to speculate in stocks.  The others are July, January, September, April, November, May, March, June, December, August, and February." — Mark Twain

Gary Henderson, Senior Financial Advisor, works diligently to provide asset allocation recommendations to clients that are suitable for each investor’s unique financial situation, goals, risk tolerance and investment time horizon. As a valued Weiss team member for the past several years, Gary effectively communicates the firm’s investment philosophy and economic and market outlook to clients. Gary regularly meets with clients, ascertaining their needs and presenting suitable recommendations to them based on the firm’s products and services.

Gary recognizes that having a clear mandate on how to best utilize the Weiss investment strategies, to the benefit of each client’s investment objectives, is crucial for greater potential success. As a Weiss financial advisor, Gary understands that financial success is not only measured by your financial well-being, but is also about your confidence and your comfort level in how you are building toward your future. In a world where market conditions and the economic climate can change swiftly, Gary emphasizes a flexible approach to your financial plan so it can evolve with you and still respond to changes and challenges that are a natural part of investing.

Gary has more than a decade of experience in the investment industry. Prior to Weiss, Gary operated an independent office through Raymond James and held positions at a number of major Wall Street firms, including Dean Witter (now known as Morgan Stanley Dean Witter & Co.); the securities division of First Union and the Dreyfus Funds, a mutual fund complex.

A South Florida native, Gary enjoys fishing, boating and spending time with his daughter and son. Gary Henderson holds multiple FINRA securities licenses, including Series 4, 7, 24, 53, 63 and 65, as well as the Florida Life, Health and Variable Annuity insurance licenses.

To contact Gary, call 800.814.3045 or 561.515.8558 ext.15438 or email: WCM@WeissCM.com

"We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten. Don't let yourself be lulled into inaction." — Bill Gates

Steven Horowitz, Senior Financial Advisor, brings nearly three decades of financial experience to serve as a personal and trusted advisor to Weiss Capital Management clients. Steve’s background includes roles in various aspects of the investment advisory industry, including sales, operations, administration and most importantly, client relations. Steve best utilizes this vast skill set when working with retirees, or those in the process of accumulating wealth toward their retirement goals.

Steve employs a proactive approach in learning about each client, emphasizing a grounded method to investing for the future. Throughout his career, Steve has helped numerous clients avoid costly mistakes with their investments and retirement accounts that interfere with their ability to provide a secure and comfortable retirement and even legacy for their families.

In previous positions, Steve partnered in an independent office of Raymond James and has held positions at Prudential Securities (formerly Prudential Bache) and Merrill Lynch.

In his personal time, Steve enjoys spending time with his two daughters and riding along Florida’s coastline on his Harley Davidson™.

Steve Horowitz received a Bachelor’s degree in business administration from the University of Miami and holds multiple FINRA securities licenses, including, Series 7, 63 and 65, as well as the Florida Life, Health and Variable Annuity insurance licenses.

To contact Steve, please call 800.814.3045 or 561.515.8558 ext.15437 or email: WCM@WeissCM.com.

"In the business world, the rearview mirror is always clearer than the windshield." — Warren Buffett

Lance Millar, Financial Advisor, believes that the most important service he can provide to the Weiss clients he works with is to help them consistently implement strategies toward their unique financial goals. He believes that investors often look only in one direction — backward — instead of forward, when making financial decisions. Although markets will react differently to outside influences (economic indicators, earnings reports, geopolitical events, etc.), investors are more likely to meet and exceed their goals when they rely on active management to help ensure their portfolios are properly positioned.

An experienced investment industry professional, Lance has held positions in the Wealth Management division of UBS and with Wachovia Securities. Prior to these roles, Lance worked for 10 years in the “paratransit” industry where he helped provide transportation services to the disabled and elderly. This earlier career and the managerial, professional and interpersonal skills he developed are valuable tools Lance relies on in his work with Weiss clients.

Lance was born in Oregon, grew up in California and lived a number of years in Berlin, Germany before relocating to south Florida. Conversant in German, Lance enjoys spending time with his wife and two young daughters.

Lance Millar received a Bachelor’s degree in international relations from the University of California, Davis and holds multiple FINRA securities licenses, including Series 66 and Series 7, as well as the Florida Life, Health and Variable Annuity insurance licenses.

To contact Lance, call 800.814.3045 or 561.515.8558 ext.15409 or or email: WCM@WeissCM.com.

"The four most expensive words in the English language are, 'This time it's different.'" — Sir John Templeton

Jeffrey Kaufmann, Financial Advisor, believes that the most important service he can provide is helping clients to implement sound investment strategies while focusing on long-term success. Jeff understands the importance of analyzing each client’s current financial situation as well as their personal goals and risk profiles. He believes that balanced professional management is the key to helping each client along their path to success. Jeff has two decades of experience in the financial-services industry, with special emphasis in fixed income analysis and planning. Prior to Weiss, Jeff held various positions with Donaldson, Lufkin & Jenrette in New York (now known as Credit Suisse) and UBS Financial Services in Palm Beach, Florida where he developed analytical, investment and personal skills perfectly blended to assist clients in reviewing and rebalancing their portfolios on an ongoing basis.

In his personal life, Jeff enjoys spending time with his wife Kerri, scuba diving, skiing, reading and enjoying daughters Erin and Alicia, and son Jason.

Jeffrey Kaufmann holds a Bachelor’s degree in political science from Williams College in Williamstown, Massachusetts and holds FINRA Series 7 and 66 securities licenses, as well as the Florida Life, Health and Variable Annuity insurance licenses.

To contact Jeff, call 800.814.3045 or 561.515.8558 ext. 15406 or email: WCM@WeissCM.com.

"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." — Robert Kiyosaki

Stuart Weinstein, Financial Advisor, considers clear and concise communications coupled with ongoing needs evaluation indispensible in maintaining client satisfaction and long-term investment performance.

For nearly three decades, Stu has benefited from diverse investment exposure. Trained in real estate development, Stu’s career includes participating as a name at Lloyd’s of London, a General Partner’s role in publicly traded Equipment Limited Partnership and Principal/Advisor positions in a series of oil/gas and real estate ventures. Stu then joined the boutique investment firm, David Lerner and Associates, as a Financial Advisor before joining Weiss Capital Management, Inc.

Stu was born and raised in Wilmington, Delaware, but has resided in New York City, Washington D.C. and Miami Beach. A certified scuba diver, avid tennis player and golfer, Stuart has been fortunate to travel extensively throughout Europe and Asia.

A graduate of the University of Delaware, Stuart Weinstein holds a Bachelor’s degree in economics and has completed the Diploma Program at the Real Estate Institute at New York University, with a concentration in real estate investment analysis and appraisal. Stu maintains his real estate license and holds FINRA Series 7, 63 and 65 securities licenses, as well as the Florida Life, Health and Variable Annuity insurance licenses.

To contact Stu, call 800.814.3045 or 561.515.8558 ext. 15110 or email him at WCM@WeissCM.com.

"The whole secret to winning and losing in the stock market is to lose the least amount possible when you’re not right. " — William J. O’Neil

Scott Swenson, an Investment Advisor Representative of Weiss Capital Management, Inc., believes a disciplined and systematic approach is necessary to successfully navigate both Bull and Bear market cycles. As a Financial Advisor, Scott works closely with Weiss’ clients to help eliminate the emotional side of investing, which can frequently derail a disciplined approach designed to meet long-term objectives. Scott augments his discussions on the fundamental direction of the economy and markets with his keen understanding of the technicals to assist investors in understanding the supply and demand equations associated with financial markets and individual stocks.

With over two decades in the financial services industry, Scott’s tenure includes positions at Wachovia Securities (formerly First Union Securities) as well as a number of independent regional firms in the South Florida area, including J.W. Charles.

Scott is a Certified Arborist who enjoys palm tree farming and snorkeling with daughter Kylee.

Scott Swenson earned a Bachelor of Arts degree in History from Ithaca College in New York in 1980, with a concentration in history and economics. He holds FINRA Series 7, 63, and 65 securities licenses, as well as Florida Life, Health and Variable Annuity insurance licenses.

To contact Scott, call 800.814.3045 or 561.515.8558 ext.15405 or email him at WCM@WeissCM.com.

   Client Service Administration Team

Jill Rance, Client Service Advisor, is a valuable resource and liaison between clients and their Weiss Financial Advisor. In her role, Jill works closely on behalf of clients to oversee and resolve all operational and account establishment issues, handling inquiries, educating clients about services and processes and providing updates on the firm’s outlook and investment activities. Jill is a trusted client advocate who is passionate about cultivating long-term relationships with each client and their families.

Jill’s career was established in the financial industry when she decided to follow the rest of her family to Wall Street, where she began her career as an investment client assistant just prior to the stock-market crash of 1987. Since then, Jill has worked closely with various high-level financial professionals and clients at firms such as Prudential, PaineWebber, Wachovia Securities and Bank of America Securities, among others.

Raised in New York, Jill has been living in Florida with her family since 1992.

Jill Rance holds FINRA securities licenses, Series 7, 63 and 65.

To contact Jill, please call 800.814.3045 or email: WCM@WeissCM.com.

Dannielle Moussally, Client Service Administrator, has over a decade of securities and banking experience. Prior to Weiss, she served as the assistant to the branch manager at Prudential Securities and Wachovia Securities. Dannielle has a passion for the financial-services industry and enjoys building lasting relationships with Weiss clients and helping them to realize their financial goals.

As a valued member of the Weiss client services team, Dannielle works closely with the Weiss Financial Advisory team to bring an extra level of support and superior service quality to each Weiss client.

When she is not traveling or spending quality time with her family, Dannielle also enjoys volunteering for the Arthritis Foundation, the American Heart Association and the Animal Rescue League.

To contact Dannielle, please call 800.814.3045 or email: WCM@WeissCM.com.