Vanessa Wineberg
Vanessa Wineberg Registered Branch Administration Professional

Vanessa assists clients with account needs such as trade requests, asset information, money movements and any other service-related questions and requests. She is extremely organized and thorough, performing all tasks with great attention to detail to ensure accuracy as much as possible.

She wants our clients to know that their needs are well cared for and to be confident that any need they have will be completed in a timely manner, in most cases, on the same day.

In addition, Vanessa is head of branch operations and provides compliance service support for our Raymond James branch and three satellite offices. She monitors current compliance standards set forth by the financial services regulatory agencies. She holds Series 7 and 63 registrations and is licensed in life and health insurance.

Vanessa has more than 20 years of financial industry experience. She began her career in 2002 at AmSouth Investments, which became part of Morgan Keegan and eventually Raymond James.

Vanessa was born and raised in Tampa, Florida, moved to Alabama in 2002, and now lives in Coosada, Alabama, with her husband, Anthony, and son, Trent. Vanessa can often be found with her husband, Anthony, watching their son play baseball and soccer. She is very active in her church and the PTA at Trent’s school. In her free time, she enjoys decorating, lounging by the pool and, most of all, spending quality time with her family.