Nadine Costello Wilkes,
CFP®, ChFC®
Financial Advisor
Managing Partner, WWFG
With more than 35 years in the financial services industry, Nadine leads our team alongside Paul Weinstein. With her integrity, dedication and affinity for numbers, she is passionate about helping others strategically pursue their financial goals. Nadine provides tailored and comprehensive financial planning guidance for our clients with a focus on delivering the highest quality of client service.
Nadine has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. CFP® professionals complete a rigorous and comprehensive program, which covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. Nadine is also a Chartered Financial Consultant.
Nadine was previously a first vice president with UBS Financial Services and senior financial consultant at Merrill Lynch before that. She earned a bachelor’s degree in marketing from Florida State University. Nadine is a member of the Estate Planning Council of Lee County and has been accredited by Crown Financial Ministries.
Nadine is an active member of her community and enjoys volunteering and giving back to her church and humanity organizations in her county. She enjoys spending time with her four sons and grandson in her spare time, as well as biking, practicing yoga, hiking and ballroom dancing.
Originally from Newport, Rhode Island, Nadine has lived in Fort Myers since 1982.
- Nadine Wilkes was named to the 2024 Forbes Top Women Wealth Advisors Best-In-State
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, 
Chartered Financial Consultants® (ChFC®) are financial consultants that demand excellence of themselves and their team. They embody this commitment to excellence by fulfilling the requirements for the ChFC® designation, which includes at least three years of experience in financial planning, completing a specified program of study and continuously upholding a high standard of professionalism. A ChFC® is able to evaluate your financial well-being, identify areas of concern and help you address them by developing and implementing a financial plan that emphasizes your financial strengths, while reducing your financial weaknesses.
Forbes America's Top Women Wealth Advisors Best-In-State (2024) The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 02/04/23 to 09/30/23 and was released on 02/02/2024. Research Summary (As of February 2024) 38,314 nominations were received and approximately 1,700 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/list-directory/#1184217eb274 for more info.
About Forbes Top Best-In-State Wealth Advisors. The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
