Elliot Silverstein
Wealth Advisor, Sr
Core Focus: Advises clients on Life Insurance strategies to help create and maintain generational wealth
Firm Experience:
- Joined the firm in 2024
- Focused on working with estate attorneys and family offices on policies for those in need of estate-tax driven and private placement life insurance policies
Background & Personal:
- Previously Managing Director at KB Financial
- Co-Founder and Managing Partner at Gideon Strategic Partners
- Began his career at AXA Advisors, where he was promoted to Regional Vice President, and was recognized for his contributions as an advisor and in management
- Graduated from Union College and holds an MBA from the H. Wayne Huizenga School of Business and Entrepreneurship at Nova Southeastern University
- Received the Retirement Planning Specialist Certificate from the University of Pennsylvania’s Wharton School of Executive Education and maintains the FINRA Series 7, 24, 63, and 65 securities registrations; as well as Life, Accident, and Health Insurance licenses
- Lives in Fort Lauderdale, FL
- Played football for Union College, and now donates time coaching football and mentoring young athletes
- When Elliot is not working, he spends as much time as possible with his family, friends, and dog
- He is passionate about sports, music, art, and travel
Get in Touch
Get in Touch
Elliot Silverstein
Wealth Advisor, Sr
Core Focus: Advises clients on Life Insurance strategies to help create and maintain generational wealth
Firm Experience:
- Joined the firm in 2024
- Focused on working with estate attorneys and family offices on policies for those in need of estate-tax driven and private placement life insurance policies
Background & Personal:
- Previously Managing Director at KB Financial
- Co-Founder and Managing Partner at Gideon Strategic Partners
- Began his career at AXA Advisors, where he was promoted to Regional Vice President, and was recognized for his contributions as an advisor and in management
- Graduated from Union College and holds an MBA from the H. Wayne Huizenga School of Business and Entrepreneurship at Nova Southeastern University
- Received the Retirement Planning Specialist Certificate from the University of Pennsylvania’s Wharton School of Executive Education and maintains the FINRA Series 7, 24, 63, and 65 securities registrations; as well as Life, Accident, and Health Insurance licenses
- Lives in Fort Lauderdale, FL
- Played football for Union College, and now donates time coaching football and mentoring young athletes
- When Elliot is not working, he spends as much time as possible with his family, friends, and dog
- He is passionate about sports, music, art, and travel