Who We Are

Bob Rubin specializes in the design and implementation of advanced wealth planning strategies for ultra high net worth families, entrepreneurs and senior executives of Fortune 1000 companies. A national financial industry speaker and media spokesperson, he works extensively with other client advisors, including investment advisors, bank relationship managers, attorneys, family office managers and accountants in the following areas:

Wealth Preservation and Transfer – multi-generational estate planning strategies and charitable gifting
Business Plan Funding – business succession planning, buy sell arrangements, executive benefits and compensation arrangements
Investment Management

PROFESSIONAL EXPERIENCE:

25 years of specialization in estate, wealth, charitable, business succession and executive compensation planning for ultra high net worth families, business owners and Fortune 1000 executives
National speaker and media expert on estate planning and wealth transfer topics
Florida State Chairman – Association for Advanced Life Underwriting

PREVIOUS EXPERIENCE:

Senior Vice President, Estate Planning and Business Insurance Specialist with Wachovia Wealth Management; Estate Planning Specialist for Calibre, Wachovia’s Family Office
Estate Planning and Business Insurance Specialist for Solomon Smith Barney
Registered Principal responsible for regional financial services operation through Principal Financial Group
Treasurer – National and Broward County Associations of Life Underwriters

EDUCATION | DESIGNATIONS:

Bachelor of Arts: Finance – University of South Florida
Chartered Life Underwriter – American College
Chartered Financial Consultant – American College
FINRA Registered Principal
FINRA Series 7 and 63 licenses

CIVIC | COMMUNITY INVOLVEMENT:

Leadership Broward XII Alumni
Florida Atlantic University Foundation – Board of Trustees
Autism Project of Palm Beach – Board of Directors

Debbie Abrams has over 25 years experience managing successful businesses, government initiatives and political campaigns – at a local and national level. Her extensive experience brings a high level of skill and professionalism to Rubin Wealth Advisors disciplined approach to plan design, implementation and management.

PROFESSIONAL EXPERIENCE

POLITICAL CAMPAIGNS
Congressional Press Secretary – Congressman Newt Gingrich
National Director of Broadcasting – Reagan-Bush ‘84
Florida Campaign Manager – Jim Watt for Attorney General, Florida
National Acting Deputy Communication Director – Dole for President
National Media Liaison – Bush for President ‘88
Campaign Manager and Public Relations Counselor for husband, Steven Abrams, former Mayor of Boca Raton

MANAGEMENT

Vice-President--Sabre Technical Services (a joint venture with Rudy Giuliani's firm, Giuliani Partners)
Florida Director--Newt Gingrich’s American Solutions
Senior Account Executive--The Ehlers Group

EDUCATION

Bachelor of Arts: Political Science – Emory University (1981)

CIVIC | COMMUNITY INVOLVEMENT

Leadership Boca (1987)
U.S. Holocaust Museum – Board Member by Presidential appointment
Boca Raton Historical Society – Vice President
Junior League of Boca Raton – Past President

Myrna Sanders serves as the Insurance Assistant for Rubin Wealth Advisors. She works closely with the firm's clients to make sure that anything they need regarding their insurance is handled quickly and accurately. Myrna specializes in case design, underwriting and policy owner service. She has over twenty five years of experience in the financial planning and insurance fields. Myrna is also cross trained and assists the investment department. She is fluent in English and Spanish.

PREVIOUS EXPERIENCE
Marketing Assistant/Long Term Care Specialist-Diversified Underwriters
Group Health Specialist-Lawrence D. Share Company
Office Manager-Financial Planning Services
Office Manager-College Resources
Sales Assistant-Mutual of New York
Assistant Office Manager-John Hancock
Marketing Representative-John Hancock

EDUCATION

Bachelor of Science: Social Sciences-Pace University

Nicole Cerny serves as the Investment Assistant for Rubin Wealth Advisors. She works closely with the firm’s clients to ensure that the administrative logistics regarding their investments are taken care of with careful attention to detail. She is a graduate of Florida Atlantic University, with a Bachelors degree in Finance. She has her Life, Health and Variable Annuities license and is pursuing her Series 65. Nicole is cross trained in insurance and assists the insurance department.

EDUCATION