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Rhonda L. Weinman, CFP® is a Senior Vice President of Wealth Management with Raymond James. Ms. Weinman has over 39 years of experience providing comprehensive, on-going financial planning and investment management services for affluent individuals, family-owned small businesses, and non-profit organizations. 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. Ms. Weinman has experience in Financial Planning & Investment Management and is dedicated to personalized client care.
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Advanced Estate Planning Institute Press Release
Senior Vice President, Wealth Management
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.