Rubenstein will report to Regional President of West Coast Florida, Lisa Simington, CFP. Rubenstein will focus on advising clients on all aspects of their financial goals and creating strategies to help achieve them in our fast-growing Naples office.named Michael Rubenstein as Wealth Director in Naples.
“Michael has deep expertise in trusts and estates planning as well as estate settlement. He will use this knowledge to assist our new clients with proper planning around their investments and overall estate. Having grown up in Southwest Florida, he will also play an essential role in our strategic growth initiatives and we are very excited for him to join the team,” stated Simington.
Prior to joining BNY Mellon Wealth Management, Rubenstein was a Tax Associate Attorney at Akerman, where he focused on estate planning, probate administration, asset protection and wealth preservation planning. Prior to that role, Rubenstein was a Trust and Estate Settlement Officer at SunTrust Bank Private Wealth Management in Fort Lauderdale. In this role, Rubenstein handled all areas of trust and estate settlement and administration for all of South and Southwest Florida.