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LinkedIn | esilverstein@kbfcllc.com

Elliot leads the Wealth Management team at KB Financial. With over 10 years of experience as a Financial Advisor, his expertise lies in financial planning and wealth management with a focus on estate planning, risk management, and alternative investments.

Prior to joining KB Financial, Elliot worked as a Financial Consultant at AXA where he was promoted to Regional Vice President in 2015. Elliot additionally co-founded Gideon Strategic Partners, a boutique financial planning and wealth management firm in Santa Monica, CA.

Elliot graduated from Union College and holds an MBA from the H. Wayne Huizenga School of Business and Entrepreneurship at Nova Southeastern University. He received the Retirement Planning Specialist Certificate from the University of Pennsylvania’s Wharton School of Executive Education and maintains the FINRA Series 7, 24, 63, and 65 securities licenses; as well as Life, Accident, and Health Insurance licenses.

Outside of the office, Elliot enjoys spending time with family and friends as well as music, travel, and sports.

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Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725

Point Pleasant Beach, NJ

501 Broadway
Point Pleasant Beach, NJ 08742
Phone: (732) 899-1000
Fax: (732) 899-3000

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KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

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KB Financial Partners LLC - Broker Dealer Disclosure

Investment advisory services offered through KB Financial Partners, LLC which is independently owned and operated. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA and SIPC.

For important information related to KB Financial Partners, LLC refer to the KB Financial Partners, LLC’s Client Relationship Summary (Form CRS) by navigating to  https://www.kbfinancialcompanies.com/disclosures/.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

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