Rhonda L. Weinman, CFP® is a Senior Vice President of Wealth Management with Raymond James. Ms. Weinman has over 40 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.
"I enjoy working with my clients to help build and preserve their wealth. As a trusted Wealth Manager,
I monitor our changing world to identify and capitalize on financial opportunities for my client's benefit.”
Special Honors:
Raymond James President’s Club – Annually since 2009
Dinner Honoree - Prevention is the Cure/Huntington Breast Cancer Action Coalition, 2009
Proclamation of Achievement in Community Leadership - Suffolk County, NY, 2009
Lifetime of Community Service Award for 2009, UJA - Federation of New York
Proclamation of Outstanding Community Service Award 2015, Queens County NYC, New York
Education & Credentials:
CERTIFIED FINANCIAL PLANNER™ - CFP® Board of Standards, 2005
Financial Planning Program, C.W. Post, Long Island University, 2004
University of Rhode Island, 1983 Business Administration with distinction
Investment Adviser Representative, Securities & Exchange Commission (SEC)
Investment Management Consultant, RJ Institute of Investment Management Consulting, 2009 Investment Management Consultant Level II, RJ Institute of Investment Management Consulting, 2017
Advanced Estate Planning Institute Program, Raymond James Institute of Finance, 2014
Registered Representative, Series 7, 63, and 65
Life Insurance, Long Term Care Insurance, and Annuities Investment Licensed
Licensed to practice in AZ, CA, CO, CT, FL, KS, KY, LA, MA, MD, MI, MO, NH, NJ, NY, OH, OR, RI, SC, TN, TX, & WA
Raymond James President's Club:
Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. No fee is paid in exchange for this award/rating.
Investment Management Consultant:
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Non-Financial related Awards:
This ranking is not based in anyway on the individual's abilities in regards to providing investment advice or management. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with (referenced organization/entity).
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.