Rhonda Weinman, CFP® is a Senior Vice President of Investments, with Raymond James & Associates in Melville, New York. Ms. Weinman has over 28 years of experience providing comprehensive, on-going financial planning and investment management services for affluent individuals and family owned small businesses. Ms. Weinman joined Raymond James in May of 2008 from Merrill Lynch, where she worked as a Vice President and Wealth Manager for their Private Client Group. Prior to Merrill Lynch, Rhonda held Investment Management positions with Smith Barney and Drexel Burnham.
CERTIFIED FINANCIAL PLANNER™ certification - CFP® Board of Standards, 2005
B.A. (with distinction) Business Administration, University of Rhode Island, 1983
Financial Planning Program, C.W. Post, Long Island University, 2004
Licensed Registered Representative, FINRA Series 7, 63, and 65
Life Insurance, Long Term Care Insurance, and Annuities Investment Licensed
Licensed to Practice in AZ, FL, MA, NY, RI, CA, KY, MI, VA, CT, MD, NJ, and OH
Certified Special Needs Advisor, Merrill Lynch Wealth Management Institute, 2006
Member, New York Chapter of the Financial Planning Association
"I enjoy working with my clients to help grow and protect their wealth. As the trusted Family Advisor, I monitor our changing world to identify and capitalize on financial opportunities for my client's benefit. I provide comprehensive financial planning and portfolio management utilizing custom strategies for each client."
Rhonda serves as the Vice President of the Board of Directors at the Suffolk Y Jewish Community Center, a non-profit organization on Long Island.
SPECIAL HONORS: (See "In Our Community" link on the right side of this page)
Lifetime of Community Service Award for 2009, UJA - Federation of New York
2009 Honoree - Prevention is the Cure/Huntington Breast Cancer Action Coalition
COMMUNITY SERVICE AWARDS:
Proclamation of Achievement in Community Leadership - Steve Levy, Suffolk County Executive
Proclamation of Achievement in Community Service - Steve Stern, Suffolk County Legislator
