Montgomery

  • Vanessa Wineberg

    Registered Client Service Associate

Originally from Tampa, Florida, Vanessa Wineberg began her work in the financial services industry in 2002 after moving to Alabama. Over the years, meeting and forming special bonds with clients and assisting with their account needs, asset information, and individual trade requests, among other things, has provided her with valuable experience and knowledge regarding how to best serve the individual needs of each client on a personal basis with a high level of professionalism.

As a registered client service associate, Vanessa manages various coordinated branch operations daily. She also provides compliance service support for our Raymond James branch by monitoring current compliance standards as set forth by the financial services regulatory agencies while coordinating with the branch and its advisors as they strive to operate within those standards. She holds Series 7 and Series 63 licenses and is a Notary Public.

Vanessa can often be found with her husband, Anthony, watching their son, Trent, play baseball and soccer. She is very active in her church and in the Parent-Teacher Organization at Trent's school. In her spare time, she most enjoys spending quality time with her family.