Eileen Dunster
Registered Client Service Associate
Phone:
(702) 242-8332(702) 242-8332
Martin Weinberg
Senior Vice President, Wealth Management,
Financial Advisor
Direct:
(702) 242-8338(702) 242-8338
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
About Marty Weinberg
With over 15 years of industry experience, Marty is dedicated to helping individuals and families maximize their personal and financial wealth and gain the confidence to reach their goals. His passion for helping others was ignited by watching his mother, Shelley, always put her clients' first while developing deep relationships that went beyond just the numbers during her career as a Financial Advisor. His mother's dedication to her client's well-being and her strong focus on fostering long-term relationships inspired Marty to follow in her footsteps.
Marty is proud to be a part of the Morgan Stanley team, where he provides all his clients with access to personalized advice that is tailored to their specific needs and circumstances. He prides himself on asking thoughtful questions and being a great listener. He believes this leads to intergenerational financial planning with a solutions-driven approach to help clients grow and preserve their wealth.
As a Las Vegas native, Marty places a strong emphasis on giving back to the local community—one he has been a part of over the past 40 years. His local associations include serving on the Executive & Regional Board for the Anti-Defamation League (ADL) as well as the national Foundation Board for Alpha Epsilon Pi Fraternity (AEPi). Marty's past board affiliations include the UNLV Alumni Association, UNLV Foundation and Jewish Nevada. Outside of the office, Marty's passions include spending time with his family – wife, Alana and two young daughters Shoshana and Esti, getting out for a round of golf on a nice day or traveling to somewhere new and exciting.
Securities Agent: IL, AZ, PA, NY, MA, WA, UT, OH, NC, MN, ID, NV, TX, IA, CA; General Securities Representative; Investment Advisor Representative
NMLS#: 2533771
NMLS#: 2533771
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
My Five-Step Process
My wealth management approach focuses on you, your family and your career - where you are today and where you want to go. Working together, we develop the strategies to help you get there, navigating life's challenges and helping you make more informed decisions about your wealth.
1. Introductory Call
I begin with an informal conversation to understand your financial concerns and determine how I can add value. If we agree to move forward, I'll schedule our next meeting and request important financial information.
2. Discovery Meeting
We continue the dialogue by fostering an in-depth conversation where I learn about the value that shape your decisions and identify any unique circumstances. I also review the documents you've prepared and define your priorities.
3. Analysis & Plan Development
Here, I utilize proprietary financial planning tools to develop a personalized and detailed plan with recommendations to help you grow, preserve and transfer your wealth.
4. Implementation
In this step, I present appropriate strategies that are designed to work together to achieve your goals. Upon your approval, I open new accounts for you at Morgan Stanley and initiate our investment recommendations. I'll also begin to implement other strategies we've discussed. These often encompass tax minimization strategies, as well as risk management and estate planning techniques.
5. Ongoing Service
Committed to premium service, I focus on developing a relationship that provides special value to you and your family. As I begin to execute each strategy, I’ll set up tools so you have immediate access to your account information. And because markets and personal needs evolve over time, I set up ongoing meetings to ensure your plan remains on schedule to achieve your goals.
Client Resources
I believe access to financial education leads to better insights into our investment strategy and goals, and ultimately better long-term decisions.
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Morgan Stanley's comprehensive suite of digital resources has carefully been designed to help enhance each aspect of your financial portfolio. Take some time to learn about some of the many Modern Wealth Management resources that we offer to our clients.
Improve Financial Literacy at Any Age
Financial literacy means being equipped with the knowledge to make smart financial decisions during every stage of your life. No matter your current priorities, a strong financial literacy foundation can help you meet your goals.
Learn more
5.00 % Annual Percentage Yield Preferred Savings
Take advantage of our Preferred Savings Program for Qualifying Cash† offer with flexible options and more ways to save. There are two ways you may participate, either 1) bring new cash deposits from external sources or 2) use proceeds from the sale, income or distribution from securities in your eligible Morgan Stanley brokerage accounts.
Learn More
Required Minimum Distribution Facts
The deadline for taking RMDs is December 31 each year. Planning ahead for what you want to do with the money may help reduce taxes and increase options for re-investing.
Learn more about RMD's
Online Security Center
Safeguarding your assets and personal information is paramount to us. Learn about our extensive security measures and take advantage of our numerous resources and ideas that are geared towards helping you stay protected on the World Wide Web.
Visit the Online Security Center
529 Plans: A Powerful Tool to Save for Education
Though education costs continue to climb, starting to save early can make a difference.
Learn More
Total Wealth View
Complete your financial profile with Total Wealth View. By linking your external account information, you will benefit from more educated and holistic wealth planning, and convenient connectivity.
Learn more about Total Wealth ViewComprehensive Financial Planning
No matter what stage of life you're in—whether you're advancing in your career, taking advantage of retirement, or anywhere in between—as your financial advisor, I can help you meet your financial objectives.
I can work with you to develop a realistic, all-encompassing strategy that incorporates the numerous facets of your financial life, including your investment and cash management needs, using a set of tools that includes goal-specific analysis.
I will construct your unique road map to help you reach and safeguard your objectives – a framework that connects your life goals and your financial resources and serves as a starting point for subsequent discussions.
I can work with you to develop a realistic, all-encompassing strategy that incorporates the numerous facets of your financial life, including your investment and cash management needs, using a set of tools that includes goal-specific analysis.
I will construct your unique road map to help you reach and safeguard your objectives – a framework that connects your life goals and your financial resources and serves as a starting point for subsequent discussions.
2024 Tax Tables
This helpful resource outlines the 2023 tax rate schedule, education and health savings account limits, retirement contribution and deduction limits, among other information. With tax season upon us, it's best to be as informed as possible.
Access the 2024 Federal Tax Tables
Manage Debt
I thoroughly review your mortgage, car loans, credit cards, and any other debts that you may have in order to help determine where you can save on interest and create a timeline for your debt payments by prioritizing which ones should be paid off first.
Insurance
I take an extremely close look at your financial profile to decipher what type(s) of insurance most fit your needs, and determine if your current insurance policies are best suited for you and your goals.
Retirement
Leading up to and through retirement, I will help you identify the most appropriate ways to obtain the income you need and help ensure that you are on track to achieve for financial goals.
Estate Planning Strategies
Regardless of your current financial circumstances, it is crucial to have a backup plan for your money. I regularly review your finances with you and coordinate with your estate attorney to help ensure that your wishes are met in the most efficient and cost-effective way possible.
Managing Investments
I take care of your retirement accounts and other investments based on your comfort level with risk and your current tax circumstances, tailoring your financial strategy to your unique situation, needs, and goals.
Awards, Licenses, and Certifications
Thanks to the unwavering commitment to helping clients and families achieve their investment goals, Marty Weinberg has been awarded the following industry awards and recognitions:
Best-In-State Wealth Advisor
Each year, Forbes Magazine releases a list of hand-selected and ranked advisors. In order to make this list, advisors must be nominated by their firm, researched, interviewed, and assigned a rank by SHOOK Research. Marty Weinberg has made the list of Best-In-State Wealth Advisors for the State of Nevada in 2019-2022.
2019-2022 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2020, 2021, 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2019-2022 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2019, 2020, 2021, 2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Chartered Retirement Plans Specialist (CRPS)
Sponsored by The College for Financial Planning, the Chartered Retirement Plans Specialist (CRPS) designation is specifically targeted at professionals who design, install, and maintain retirement plans for the business community. The CRPS certification is recognized as a mark of excellence in the retirement planning industry and demonstrates a high level of expertise and commitment to helping clients achieve their retirement goals.
Location
8548 Rozita Lee Ave
Ste 400
Las Vegas, NV 89113
US
Direct:
(702) 242-8338(702) 242-8338
Meet My Team
About Eileen Dunster
With over 30 years in the financial industry, including numerous management positions, Eileen is proud to serve as Martin Weinberg’s Senior Registered Client Service Associate, contributing to a highly skilled team.
Eileen’s greatest strengths lie in her exceptional ability to truly understand the client. She excels in cultivating and nurturing strong client relationships through consistent direct communication, allowing her to gain a comprehensive understanding of each individual’s needs.
She is heavily involved with the client onboarding process and develops deep relationships with every client she services. She takes pride in fostering an environment where clients feel comfortable reaching out to her at any time.
Eileen has two adult children and two beautiful grandchildren who live in Washington State. Eileen is an avid volunteer for numerous organizations. She also enjoys hiking, swimming and hanging with Buddy her dog that she rescued years ago. Or maybe he rescued her!
Eileen’s greatest strengths lie in her exceptional ability to truly understand the client. She excels in cultivating and nurturing strong client relationships through consistent direct communication, allowing her to gain a comprehensive understanding of each individual’s needs.
She is heavily involved with the client onboarding process and develops deep relationships with every client she services. She takes pride in fostering an environment where clients feel comfortable reaching out to her at any time.
Eileen has two adult children and two beautiful grandchildren who live in Washington State. Eileen is an avid volunteer for numerous organizations. She also enjoys hiking, swimming and hanging with Buddy her dog that she rescued years ago. Or maybe he rescued her!
The Power of Partnerships
By partnering with experienced individuals across wealth disciplines, Morgan Stanley Financial Advisors can align specialized resources with your custom needs and deliver strategic guidance through the familiarity and trust of existing relationships
Savanah Arellano
Associate Private Banker
About Savanah Arellano
Savanah Arellano is an Associate Private Banker serving Morgan Stanley Wealth Management offices in Nevada and California.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Savanah began her career in financial services in 2005, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, she was a Wealth Management Associate at U.S. Bancorp.
She lives in Las Vegas, NV with her family. Outside of the office, Savanah enjoys reading, cooking and spending time with her kids at their sporting events and volunteering in their classrooms.
Associate Private Bankers partner with Private Bankers and Financial Advisors to develop a specialized approach for managing clients’ cash flow, liquidity and financing needs, leveraging our comprehensive suite of cash management and lending solutions.
Savanah began her career in financial services in 2005, and joined Morgan Stanley in 2021 as an Associate Private Banker. Prior to joining the firm, she was a Wealth Management Associate at U.S. Bancorp.
She lives in Las Vegas, NV with her family. Outside of the office, Savanah enjoys reading, cooking and spending time with her kids at their sporting events and volunteering in their classrooms.
NMLS#: 679740
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Ready to start a conversation? Contact Martin Weinberg today.
1Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
6Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
