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 in Rockefeller Center, New York. Ms. Weinman has over 38 years of experience providing comprehensive, on-going financial planning and investment management services for affluent individuals and family owned small businesses. 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
Named to the Forbes 2021 edition of New York's Best-in-State Wealth Advisors and 2020 edition of America’s Top Women Wealth Advisors[i]

"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:

Barron’s Top Women’s Advisor Summit, Nominee and Invitee - Annually since 2014 [ii]

Proclamation of Outstanding Community Service Award 2015, Queens County NYC, New York 

Raymond James President’s Club – Annually since 2009[iii]

Lifetime of Community Service Award for 2009, UJA - Federation of New York

Dinner Honoree - Prevention is the Cure/Huntington Breast Cancer Action Coalition, 2009 Proclamation of Achievement in Community Leadership - Suffolk County, NY

 

Education & Credentials:

CERTIFIED FINANCIAL PLANNER™ - CFP® Board of Standards, 2005

Registered Investment Advisor 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

Licensed Registered Representative, Series 7, 63, and 65

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

B.A. (with distinction) Business Administration, University of Rhode Island, 1983

Licensed to practice in CA, CO, CT, FL, KS, KY, MA, MD, MI, MO, NJ, NY, OH, RI, SC, TN, TX, & WA

 

 

 

[1] 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 2019): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of 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.

[1] Barron's “Top 100 Women Financial Advisors,” Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.

About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOK™ Research, LLC.

Source: Forbes.com (January, 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’ 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. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of 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. For more information: www.SHOOKresearch.com.

[1] Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.

[1] The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program


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.