Rhonda L. Weinman, CFP®

Senior Vice President, Wealth Management
CERTIFIED FINANCIAL PLANNER

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.

Personalized Service since 1983
Forbes 2022 Best-In-State Women Advisors
Forbes 2021 Best-In-State Wealth Advisors
Forbes 2020 America's Top Women Wealth Advisor

"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

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

Financial Planning Program, C.W. Post, Long Island University, 2004

General Securities Sales Supervisor, Series 9 & 10

Registered Representative, Series 7, 63, and 65

Life Insurance, Long Term Care Insurance, and Annuities Investment Licensed

University of Rhode Island, 1983 Business Administration with distinction

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

 

 

 

Forbes America's Top Women Wealth Advisors Best In State (2022)

Source: Forbes.com (February, 2022).

The Forbes ranking of America's Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of 7 years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Research Summary (As of February, 2022) 34,500 nominations were received based on thresholds and 18,465 Advisors were invited to complete the online survey. 13,549 Advisors were interviewed by telephone, 2,610 Advisors were interviewed in-person at the Advisors' location, 1,203 were Advisor web based interviews, and 1,377 women won. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.

Best-In-State Wealth Advisors (2021)

The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that 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 that 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 32,725 nominations, more than 5,000 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 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/best-in-state-wealth-advisors for more info.

Forbes 2020 America’s Top Women Wealth Advisor:

The Forbes ranking of America's Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, 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. Research Summary (as of April 2020): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. 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 Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC.  Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.

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,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.