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Financial Advisory Team



   Financial Advisors Team

 
Gary Henderson

Gary Henderson, Sales Manager/Senior Financial Advisor at Weiss Capital Management, Inc., understands his clients’ financial situations, goals, risk tolerances and investment time horizons. This enables him to more effectively assist them with their investment planning, while providing balanced advice and setting reasonable expectations. Additionally, Gary spearheads the efforts of the firm’s sales staff in building client relationships.

Gary has more than a decade of experience in the investment industry. Before joining Weiss Capital Management, Gary operated his own independent office through Raymond James. Prior to that, he worked at major Wall Street firms such as Dean Witter (now known as Morgan Stanley Dean Witter); the securities divisions of banks including First Union (formerly Wachovia), as well as with the Dreyfus Funds, a mutual fund complex. He holds multiple NASD 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 800.242.8092 ext.15438. You can also send an email to WCM@WeissCM.com

 

 
Steven Horowitz

Steven Horowitz, Senior Financial Advisor at Weiss Capital Management, Inc., always puts his clients first, making investment recommendations based on their individual financial goals and objectives. He accomplishes this by focusing on Weiss Capital Management’s professionally managed investment programs.

Steve brings about three decades of investment experience to Weiss Capital Management, including an extensive background in sales, operations, administration and client relations. Most recently he was part of a team that operated an independent office at Raymond James. Prior to that, Steve held positions at well-known Wall Street firms such as Prudential Securities (formerly Prudential Bache) and Merrill Lynch. He holds multiple NASD securities licenses, including, Series 7, 63 and 65, as well as the Florida Life, Health and Variable Annuity insurance licenses.

Steve attended the University of Miami in Miami, Florida where he graduated with a Bachelor’s of Business Administration Degree.

To contact Steve, please call 800.814.3045 or 800.242.8092 ext.15437. You can also send an email to WCM@WeissCM.com

 

 
Todd Robbins

Todd Robbins, a Financial Advisor at Weiss Capital Management, Inc., is an experienced and licensed investment professional that considers his listening skills to be one of the most important values he provides to his clients. “Each client is different – their situation is completely unique within itself and only through gaining an intimate knowledge of a client’s goals and expectations, can one truly provide an accurate and effective financial plan.”

Todd has been in the investment planning industry since 1999 where he has held tenures with Janney Montgomery Scott LLC and Raymond James Financial Services, Inc. He has multiple NASD securities licenses, including the Series 7, 63, and 66, as well as the Florida Life, Health and Variable Annuity insurance licenses.

He attended DePauw University in Greencastle, Indiana where he graduated with a Bachelor of Liberal Arts Degree in History.

To contact Todd, call 800.814.3045 or 561.515.8558 ext.15410. You can also send an email to WCM@WeissCM.com.

 

 
Sharon Teets

Sharon Teets, a Financial Advisor at Weiss Capital Management, Inc., has almost three decades of experience in the financial-services industry. She started her career at EF Hutton & Co. Inc. (now known as Smith Barney), as a sales assistant, before becoming a successful Financial Advisor. After an 18-year career at Hutton, Sharon helped to open a brokerage division at a community bank. She also held tenures at John W. Henry & Company, Inc. and UBS Financial Services, Inc. before joining Weiss Capital Management in 2006.

Sharon holds multiple NASD securities licenses, including Series 7, 63 and 65, as well as the Florida Life, Health and Variable Annuity insurance licenses.

To contact Sharon, please call 800.314.3045 or 561.515.8558 ext.15405. You can also send an email to WCM@WeissCM.com.

 

 
Lance Millar

Lance Millar, a Financial Advisor at Weiss Capital Management Inc., believes that the most important service he can provide to his clients is to help them consistently implement strategies poised for long-term success. 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 use active management to keep their portfolios properly positioned.

Lance has been in the investment industry for a number of years, having worked at UBS in the Wealth Management division and at Wachovia. Prior to becoming involved in the financial industry, Lance worked for 10 years in the “paratransit” industry where he helped provide transportation services to the disabled and elderly. He holds multiple NASD securities licenses, including Series 66 and Series 7, as well as the Florida Life, Health and Variable Annuity insurance licenses.

Lance attended the University of California, Davis, where he graduated with a Bachelors of Arts Degree in International Relations.

To contact Lance, call 800.814.3045 or 561.515.8558 ext.15409. You can also send an email to WCM@WeissCM.com.



   Sales Assistant Team

Jill Rance  
Jill Rance

Jill Rance, a registered sales assistant with Weiss Capital Management, Inc., decided to follow the rest of her family to Wall Street where she began her career as a sales assistant in the investment industry just prior to the stock-market crash of 1987.

Throughout her career, Jill has assisted brokers at Prudential, PaineWebber, Wachovia Securities and Bank of America Securities, amongst others.

“Working in this field gives me the opportunity to interact with investors daily, answering questions about their investments. Weiss Capital Management has an excellent reputation in the industry and is well respected for its professional investment management…and I am proud to be a part of this stellar team.”

While raised in New York, Jill has been living in Florida since 1992. She holds NASD securities licenses, Series 7, 63 and 65.

To contact Jill, call 800.814.3045 or 561.515.8558, ext.15429. You can also send Jill an email to WCM@WeissCM.com.

 

Sandra DeRosa  
Sandra DeRosa

Sandra DeRosa is a registered sales assistant at Weiss Capital Management, Inc. Throughout her career, Sandra has teamed up with financial advisors from JBHanauer & Co., Morgan Stanley Dean Witter and Wachovia Securities, assisting them by providing excellent customer service to their clients. “I’m very excited to be a part of the Weiss Capital Management team.”

Born in Brooklyn, New York, Sandra moved to Florida, with her husband, in 1987. They own a successful family-style Italian restaurant, where the entire family, including their three grown sons, pitches in to help. Sandra decided to get involved in the financial-services industry as a result of her own personal interest in investing.

Sandra holds NASD securities licenses, Series 7 and 63.

To contact Sandra, call 800.814.3045 or 561.515.8558, ext.15403. You can also send Sandra an email to WCM@WeissCM.com.

 

 
Dannielle Moussally

Dannielle Moussally, a sales assistant at Weiss Capital Management, Inc., has more than a decade of securities and banking experience, and has been the sales assistant to the branch manager at Prudential Securities and Wachovia Securities. She has a passion for the financial-services industry and enjoys speaking with and helping clients realize their financial goals. She prides herself on always being friendly and helpful.

In her spare time, when she is not traveling or spending quality time with her family, Dannielle does volunteer work for the Arthritis Foundation, American Heart Association and the Animal Rescue League.

To contact Dannielle, call 800.814.3045 or 561.515.8558, ext.15407. You can also send Dannielle an email to WCM@WeissCM.com.

 


Weiss Capital Management, Inc.
7111 Fairway Drive, Suite 102
Palm Beach Gardens, FL 33418
Toll Free: 800-814-3045
Tel: 561-515-8558
Fax: 561-627-1011
E-mail: WCM@WeissCM.com
Member of the Chamber of Commerce of the Palm Beaches