Press Releases
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Please review the most recently published press release as posted on the Raymond James public website here – for the most up to date figures. Or email media.relations@raymondjames.com.
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NEW YORK, NY – Rhonda L. Weinman, CFP® Senior Vice President, Wealth Management, of Weinman Wealth Strategies Group located at 320 Park Avenue, NYC was among the Raymond James affiliated advisors named to the Forbes list of Best-In-State Top Women Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online April 7, 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 (9,850 Women) 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 and 1,203 were Advisor web based interviews. 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.
Rhonda Weinman, who joined Raymond James in 2008, has more than 39 years of experience in the financial services industry. Ms. Weinman provides comprehensive, on-going financial planning and investment management services for affluent individuals, family-owned small businesses, and non-profit organizations.
To reach Rhonda Weinman or the advisors at Weinman Wealth Strategies Group, more information can be found at www.Rhonda.Weinman.com or by calling 305.460.2702.
About Raymond James
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has approximately 8,700 financial advisors. Total client assets are $1.24 trillion. Public since 1983, the firm is listed on the New York Stock Exchange under the symbol RJF. Additional information is available at raymondjames.com. -
New York, NY – Rhonda Weinman CFP®, Senior Vice President of Wealth Management, of the Weinman Wealth Strategies Group located at 630 Fifth Avenue, Suite 2950A New York, NY 10111 was among the Raymond James-affiliated advisors named to the Forbes list of Best-In- State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11, 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.
Rhonda Weinman, CFP®, Senior Vice President of Wealth Management who joined Raymond James in 2008, has over 38 years of experience in the financial services industry. Ms. Weinman provides clients with comprehensive financial planning and wealth management.
Rhonda Weinman can be reached at the Weinman Wealth Strategies Group by calling toll-free direct at (886) 443-9198 or by visiting her website at RhondaWeinman.com.
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.
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New York, NY – Rhonda Weinman CFP®, Senior Vice President of Wealth Management, of the Weinman Wealth Strategies Group located at 630 Fifth Avenue, Suite 2950A New York, NY 10111 was among the Raymond James-affiliated advisors named to the Forbes list of America’s Top Women Advisors. The list, which recognizes Wealth Advisors from national, regional and independent firms, was released online April 21, 2020.
The Forbes ranking of America’s Top Women 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 32,000 nominations, more than 1,000 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. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.
Rhonda Weinman, CFP®, Senior Vice President of Wealth Management who joined Raymond James in 2008, has over 37 years of experience in the financial services industry. Ms. Weinman provides clients with comprehensive financial planning and wealth management.
Rhonda Weinman can be reached at the Weinman Wealth Strategies Group by calling toll-free direct at (886)-443-9198 or by visiting her website at RhondaWeinman.Com.
About Forbes ranking of Top Women Wealth Advisors
Source: SHOOKTM Research, LLC. Data as of 9/30/19. Forbes.com (April, 2020)
About Raymond James & Associates
As of 12/31/2019. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,100 financial advisors throughout the United States, Canada and overseas. Total client assets are $896 billion. Additional information is available at www.raymondjames.com.
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Press Release / Barron's - Announcing Rhonda Weinman, CFP among "Best of Best" Financial Advisors attending Barron's Top Women Advisors Summit
DECEMBER 3, 2014 - FOR IMMEDIATE RELEASE
RHONDA WEINMAN, CFP® AMONG “BEST OF BEST” FINANCIAL ADVISORS ATTENDING BARRON’S TOP WOMEN ADVISORS SUMMIT
Exclusive Conference Hosts Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers
PALM BEACH (December 3, 2014) — Rhonda Weinman, CFP®,
Senior Vice President, Investments attended the ninth-annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at The Breakers, December 3 – December 5 in Palm Beach, FL.
76 of the Top 100 Women Financial Advisors in the U.S., as ranked and published in Barron’s June 2, 2014 issue, were in attendance. This annual ranking is the basis for the Top Women Advisor’s Summit; advisors are selected for the list based on the volume of assets overseen by the advisors and their teams, revenue generated for the firms and the quality of the advisors’ practices. The Top 100 Women are comprised of advisors from major security firms and independent operations.
"Throughout the course of my career as a Financial Advisor, I have always focused on matching the best investment ideas with my clients' goals", said Weinman. "The Barron's Summit discussed the newest and most innovative ideas in advanced wealth management. I look forward to using these strategies to help my clients achieve their financial objectives."
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by the Top 100 Women Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
“America needs wise and proven financial leadership. This conference brings together the best advisors in the country to share information and ideas toward one goal – to better serve their clients, their families and their communities,” said Ed Finn, editor and president of Barron’s. “The financial markets and investing are more complex than ever. These leading advisors will leave this conference better equipped to help their clients find investing opportunities, avoid market traps and achieve financial well-being.”
Rhonda Weinman, CFP® was one of approximately 500 financial advisors who was selected by their firm to attend and participate in the conference. Participating firms included: Ameriprise Financial Services Inc., Bank of America-Merrill Lynch, Credit Suisse Securities USA) LLC, Edward Jones, LPL Financial, Morgan Stanley, Raymond James Financial, RBC Wealth Management, Robert W. Baird & Co., Stifel Nicolaus, UBS Financial Services Inc. and Wells Fargo Advisors.
For more information about Barron’s conferences, please go to www.barrons.com/conferences
Attendees of the Barron’s Conference were comprised of the 100 women advisors listed in “Top 100 Women Financial Advisors”, (June 2, 2014) as well as 500 financial advisors designated as the top 1% producers of their firms.
About Raymond James & Associates
Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, which has built a national reputation for more than 50 years as a leader in financial planning for individuals, corporations and municipalities, is a wholly-owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with more than 6,200 financial advisors serving in excess of 2.5 million client accounts in more than 2,500 locations throughout the United States, Canada and overseas. Total client assets are approximately $480 billion.
About Barron’s
Barron’s (www.barrons.com) is America’s premier financial magazine, known for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of professional fund managers, financial advisors, affluent individual investors, financial-services professionals and senior corporate executives. With new content available every business day in digital form and every week in print, Barron’s provides readers with an intelligible recap of recent market action coupled with insights on what’s likely to happen in the market in the days and weeks to come. In addition, its annual series of exclusive conferences for financial advisors and investors is dedicated to identifying, enhancing and expanding best practices in investing. As a result of these initiatives, Barron’s is the trusted financial-publishing brand that people active in the market turn to for information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
The “Barron’s Top 100 Women Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.
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Press Release / RJ&A – Announcing Completion of Advanced Estate Planning Institute
August 26, 2014 - FOR IMMEDIATE RELEASE
RHONDA WEINMAN COMPLETES ADVANCED ESTATE PLANNING INSTITUTE PROGRAM
MELVILLE, NY. –
Rhonda Weinman, CFP®, a Senior Vice President, Investments in the Melville, NY office of Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, recently completed the Advanced Estate Planning Institute, according to Patrick Daxon, Vice President of Raymond James’ Wealth, Retirement & Portfolio Solutions group.
The Advanced Estate Planning Institute (AEPI) is a three-day program for financial advisors on developing strategies and recognizing opportunities within the estate planning, philanthropy and wealth management process and how to leverage this new knowledge to serve the needs of their clients. Among the topics covered are the changing federal estate tax* laws, strategies for high-net-worth families, long-term care alternatives, irrevocable trusts and charitable techniques.
"Through this program, our financial advisors gain a deeper and broader understanding of the estate planning process and strategies to facilitate the passing of wealth while potentially minimizing the impact of taxes for high-net-worth families," says Daxon.
The Raymond James Institute of Finance provides ongoing education and professional development for the firm’s more than 6,000 financial advisors and their assistants. The institute’s wide-ranging curriculum encompasses many technical disciplines in the financial services industry. It is designed to enable the financial advisor to recognize, quantify, illustrate and solve financial planning problems of clients and prospects and is a key to providing high quality advice and superior customer service.
Prior to joining Raymond James, Rhonda Weinman, CFP, was a Vice President with Merrill Lynch in Melville, NY.
*Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While our advisors are familiar with the tax provisions of the issues presented herein, they are not qualified to render advice on tax or legal matters.
You should discuss any tax or legal matters with the appropriate professional.
