You need the total package when it comes to entrusting a financial planning professional - education, experience, trustworthiness, honesty and the list goes on and on. Together, our team at Drucker Wealth Management offers over 100 years of wealth management experience and plenty of wisdom to pass around.
Learn more about the big personalities and optimistic attitudes that make up our financial planning family.
P: (212) 681-0459
Email: lance@druckerwealth.com
LinkedIn: www.linkedin.com/in/lancedrucker/
Along with my 30 years of experience in wealth management, I’ve worked to build a dream team of experts here at Drucker Wealth Management. Together, it’s our mission to deliver an incredible and impactful experience to every client we work with.
My dive into the financial services industry began with a B.S. in accounting and finance from SUNY Binghamton. I quickly fell into the family business, coming to work for my father here at Drucker Wealth Management soon after graduation. I have since earned my Chartered Financial Consultant (ChFC ® ) designation and Chartered Life Underwriter (CLU®) degree as well as a Certificate in Retirement Income Planning from the Wharton School of Business.
Over the years, I worked with many powerful female clients, which inspired me to capture my experience and insights in a book titled “How To Avoid Bag Lady Syndrome: The Strong Woman's Guide To Financial Peace of Mind.” Throughout my career, I have been recognized as a Top Wealth Advisor, Women’s Choice Advisor and a top HTK advisor among other accreditations. In addition, I’m honored to be a multi-year recipient of the Five Star Wealth Manager Award,* which was awarded to me in 2012, 2013, 2014, 2015, 2016 and 2017.
*The Five Star Wealth Manager Award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:
Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. (Number of candidates) (market) wealth managers were considered for the award; (number of award winners) (approximately (percentage) percent of the award candidates) were named Five Star Wealth Managers. To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.
Phone: (646) 432-7839
Email: kitty@druckerwealth.com
As our squad's wealth manager, I am involved in the design of every financial plan that our team develops. I have over 15 years of wealth management experience and I’ve been known to offer our clients an exceptional level of service. Whether I’m meeting a client to review their financial situation over lunch in Murray Hill or calling to check in on a client who’s going through a rough time, I’m always happy to support and empower those we work with.
I currently hold a FINRA Series 7 license as well as CfEd, RICP® and CFP® designations.
Phone: (646) 647-2205
Email:gideon@druckerwealth.com
Instagram: @DWM_Gideons_Corner
As the third generation of our firm, I’ve pretty much been an advisor-in-training since I was a kid. And now as a young professional myself, no one on the Drucker advisory team can relate to what H.E.N.R.Y.s (High Earners, Not Rich Yet) are going through better than I can.
After starting my own tennis school business in high school, I moved on to receive my degree from Lehigh University and completed my duties as a paratrooper in the Israel Defense Force. Soon after, I joined my dad at Drucker Wealth to help my generation gain financial independence, a.k.a cure young professionals from staying a H.E.N.R.Y. forever with my H.E.N.R.Y Syndrome™ suite of services.
I currently hold my FINRA Series 7 license.
Unlock some of the industries top treasures when it comes to finding financial wellness.
P: (646) 432-7821
Email: neisy@druckerwealth.com
I serve as our team’s operations manager, which means I help ensure things run as smooth as possible for each of our clients. From the moment you join our firm, I’ll oversee your experience to make sure it’s working seamlessly. Because while our team of overachievers does an amazing job of crossing their T's and dotting their I’s… we all know “stuff” happens! That’s why I act as Drucker Wealth’s solution specialist to help everyone overcome obstacles.
I currently hold my FINRA Series 7 license.
P: (646) 647-2204
Email: priya@druckerwealth.com
As our official planning princess, I’m fascinated by the “nitty gritty” details that go into each financial plan I help prepare for our clients. I enjoy tackling the analytics side of the business, which is why I graduated from CUNY Baruch with a degree in accounting and two minors in law & policy and journalism.
In my spare time, you can find me cooking, reading or doing yoga as a part of my lifetime pursuit of becoming a human pretzel.
Phone: (212) 681-0640
Email: Giselle@druckerwealth.com
As the client service associate, I help clients receive their required minimum distributions, process requests and offer whatever help is needed to keep our team working like a well-oiled machine!
P: (646) 432-7841
Email: mickey@druckerwealth.com
Believe it or not, I started out as a client at Drucker Wealth. After working together, Lance begged me to join our team so I could help other people preparing for retirement by sharing my due-diligence, attentiveness and dedication to the financial planning process. I tend to work my magic behind the scenes by assisting others who are preparing their own retirement income strategies in addition to helping keep important details from being overlooked.
P: (646) 432-7873
Email: bridget@druckerwealth.com
As our Director of Marketing, my role is to make sure every client receives the most value out of their experience as a Drucker Wealth client. In fact, I believe that our relationships with our clients extend well-beyond client meetings. That’s why I work behind the scenes to help our clients access educational videos, Wit & Wisdom emails and invitations to exclusive events. It is my job to help you get an overall “WOW” experience from the moment you join our DWM family!
Phone: (212) 681-0460
Email: beth@druckerwealth.com
While our team takes your financial future extremely seriously, we like to have some fun too. I coordinate our client appreciation events, including our Hudson River dinner cruise on a yacht and private movie screenings.
Zena and Zoe were rescued by Lance Drucker and hired by Drucker Wealth because well, they’re part of the family and, after all, this is a family business. Zena serves as our team’s Director of Mess Development. Her most recent project, but maybe not her proudest moment, includes shredding an entire roll of toilet paper to pieces. Zoe serves as Zena’s direct counterpart as the Chief Barketing Officer. While she wasn’t exactly assigned this responsibility, Zoe has taken it upon herself to bark and alert Zena when the boss is nearby.
The pair enjoy going for long runs through the woods in New Jersey, trying exotic human foods (like an entire cantaloupe) and keeping morale high around the office so the Drucker team can provide an exceptional client experience to everyone who walks through the door.
Money literally runs in Scott’s family. He started his financial services career working in his family’s bank—Sterling National (NYSE: STL)—alongside his grandfather, the legendary financier and philanthropist Theodore H. Silbert. Over the years, Scott has explored the hidden nuances of money and wealth and how they really work, challenging many of the most common assumptions and traditional points of view held about money and accumulating wealth.
Since 1981, Scott has built an extremely successful practice aimed at helping wealthy people stay wealthy. His clients are Fortune 500 CEOs, executives, successful closely-held business owners and professionals of every discipline, including some of the most prestigious wealth advisors in the fields of accounting, tax law and wealth management. Scott seeks to provide significant value to his high net worth clients marketing his unique wealth enhancement know-how through a robust network of relationships with other highly-regarded financial advisory firms. Scott’s unique 3D Wealth™ strategies actually transform the way his clients think about, view and utilize their money. His extraordinary wealth acceleration perspective enables clients to spend and enjoy their wealth without having to negatively impact their heirs. Scott speaks nationally about the importance and power of his three-dimensional financial planning process and discusses the most advantageous ways to use whole life insurance in the high income/high net worth marketplace.
Scott is a top advisor with Penn Mutual, a Top of the Table member in the Million Dollar Round Table (MDRT) and qualifying President’s Council member at both the Guardian Life Insurance Company of New York and the MassMutual Financial Group. Scott holds life and health insurance licenses in more than 20 states, as well as his Series 7 and 63 securities licenses. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and firm supporter of the life insurance and financial services industry.
Scott is active in many charitable organizations. He loves classic rock and jazz music, collects electric guitars and lives in New York City with his wife, three children and his adorable, apricot, teacup poodle, Zuzu.
