Weinstein Wilkes Financial Group, LLC, is a client-centered independent firm.
Originally from Cleveland, Ohio, Paul has over 27 years' experience in financial planning, he attended Kent State University and graduated from Cleveland State University with a BA in political science. Paul is active in Kiwanis. He is a member of the Southwest Florida Chapter of Financial Planners and serves as a board member with Municipal Charter School Foundation of Cape Coral. Paul’s hobbies include soccer, golf and community service.
Originally from Newport Rhode Island, Nadine has called Florida her home since 1970. She has over 28 years' experience in financial planning. Nadine holds a BS in Marketing from Florida State University. She is an executive board member with the Christian Soccer Association of Lee County and serves on the finance committee at Elevation Ministries. Accredited with Crown Financial Ministries, she provides budget and debt counseling to members of her local church. Nadine enjoys spending time with her four boys.
Originally from Northern Michigan, Ann has been in Florida since 1983. She has been in the financial services industry since 1984, mastering many operational positions including branch operations manager. She received her securities license in 1994. Ann and her husband, Tom, have one daughter and two grandchildren.
Jessica is originally from New Jersey but has resided in Florida since 2002. She has 9 years experience in banking and in the financial services industry. Jessica and her husband, Darren, have two children.
In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States.
Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public.
We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.
By the numbers*
- Approximately 7,100 financial advisors
- More than 2.9 million client accounts
- Over 2,800 locations throughout the United States, Canada and overseas
- Approximately $604 billion in total client assets
- BBB1, positive outlook credit rating (S&P)
It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM.
*As of 9/30/2016
1A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency.