Drucker Wealth Expands Estate Planning Services with Key Hire of Estate Planning Expert Attorney Carrie M. Leontitsis

NEW YORK, March 3, 2025 /PRNewswire/ -- Drucker Wealth, a third-generation Registered Investment Advisor (RIA) firm, has taken a major step in reshaping comprehensive financial planning by hiring Carrie M. Leontitsis, certified by the Florida Bar as an expert in Wills, Trusts, and Estates, as its first-ever in-house Estate Planning Specialist.

This strategic hire marks Drucker Wealth's commitment to fully integrating estate planning into its financial advisory services, ensuring clients receive holistic guidance in securing their financial legacies. In partnership with Wealth.com, Drucker Wealth aims to provide a seamless and tech-enabled estate planning experience tailored for mid-career professionals and young families.

"The financial planning industry is evolving beyond just investment management and financial planning," said Gideon Drucker, CFP^®, AIF^®, ECA, and CEO of Drucker Wealth. "Clients expect more value, and estate planning is a critical piece of that puzzle. With Carrie's deep expertise and our partnership with Wealth.com, we're bringing a proactive, client-first approach to estate planning."

Bridging the Estate Planning Gap in Financial Advisory
Historically, estate planning has been handled separately from financial planning, often creating inefficiencies and gaps in execution. The industry, however, is shifting toward a more integrated model, aligning estate planning with broader financial goals.

"The future of financial planning is about delivering more comprehensive value to clients," said Anne Rhodes, Chief Legal Officer at Wealth.com. "By embedding estate planning within financial advisory firms, advisors can ensure their clients' wealth transfer strategies are executed effectively, rather than leaving them as unfulfilled intentions. It's in the client's best interests to make sure their financial advisor stays looped in for all aspects of their planning, including how the client defines their legacy."

Carrie M. Leontitsis Joins to Lead Estate Planning Integration
Bringing over seventeen years of estate planning expertise, Carrie M. Leontitsis will play a pivotal role in guiding Drucker Wealth clients through their estate planning journey. Her experience at estate-focused law firms, combined with Wealth.com's cutting-edge digital platform, will provide clients with the tools, education, and accountability they need to make informed estate planning decisions.

"I'm thrilled to join Drucker Wealth and help bridge the gap between estate planning and financial planning," said Leontitsis. "Estate planning can often feel overwhelming, but with the right guidance and tools, clients can feel empowered and confident about protecting their legacy."

A New Era of Client-Centered Financial Planning
Drucker Wealth's expansion into estate planning reflects a broader trend in the financial planning industry, where advisors are expected to offer more than just investment strategies. By hiring an in-house specialist and leveraging leading technology, Drucker Wealth is staying ahead of the curve in delivering brutal honesty, radical transparency, and high-touch client service.

For more information about Drucker Wealth's new estate planning services, visit www.druckerwealth.com or contact [email protected]. 

About Drucker Wealth
Founded in 1959, Drucker Wealth is a third-generation, family-owned Registered Investment Advisor (RIA) serving mid-career professionals and young families. Led by CEO Gideon Drucker, the firm provides comprehensive financial planning, investment management, and now estate planning services to over 800 client relationships nationwide.

Media Contact:
Bridget Farrington
Director of Marketing
Drucker Wealth
Email: [email protected] 
Phone: 212-681-0460

SOURCE Drucker Wealth