I started in this business in 1987 with Neuberger & Berman in New York City as an Associate Portfolio Manager. I went on to work at DLJ as a Steel Analyst at a time when the mini mill industry was created. From there I became a Sr. VP at Southeast Research Partners, worked as a Financial Advisor at Smith-Barney/Morgan Stanley and Wells Fargo before joining Evershore Financial Group in September of 2016.
I have a full-service investment practice which includes working with high net worth individuals along with small businesses and incorporates retirement and insurance solutions. My business is based on client specific needs. I look to build relationships with my clients and their families to do multi-generational financial strategies.
Working with women is a specialty.
Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. Fran Rubinstein is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., member FINRA/SIPC. Evershore Financial Group is independently owned and operated. 3300 PGA Blvd, Suite 100, Palm Beach Gardens, FL 33410. www.evershore.com. 3.2019 2463055