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Betty L
CFP®, Series 66
Fort Myers, FL
Raymond James Financial
Betty Lewis is a CFP®-certified financial advisor with Raymond James Financial who has eight years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2018 and supports other advisors and managers at Weinstein Wilkes Financial Group in Fort Myers, FL. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through unique affiliations.
Paul W
CFP®, Series 63
Ft. Myers, FL
Raymond James Financial
Paul Weinstein is a CFP® professional with over 40 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has been with the firm since 2008, currently working at West Charlotte Commercial since 2016. Outside of his advisory role, he is involved in managing a family trust and holds partnerships in several investment-related ventures. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary, tailored planning and advisory services supported by analytical tools and maintains unique affiliations that support specialized municipal and public finance work.
Kyle S
Series 66
Fort Myers, FL
Raymond James Financial
Kyle Sanders is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab and Kanakuk Kamps, as well as educational positions at Indiana Wesleyan University and local schools. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through its affiliated municipal advisor.
Austin P
CFP®, Series 66
Fort Myers, FL
Raymond James Financial
Austin Parker is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Traid Advisors and Publix before joining Raymond James in 2018. In addition to his advisory role, he works as an associate at Weinstein Wilkes Financial Group, assisting with account maintenance and operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Benita A
Series 63, Series 66
Fort Myers, FL
Raymond James Financial
Benita Alstatt is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She has worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. since 2016. Prior to that, she was employed at Walgreens from 2015 to 2018. Alstatt also works as an associate and registered sales assistant at Weinstein Wilkes Financial Group in Fort Myers, FL. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals, supporting implementation through various advisory programs.
Nadine W
CFP®, Series 63, Series 65
Fort Myers, FL
Raymond James Financial
Nadine Wilkes is a CFP® professional with 44 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2010. She has held leadership roles including branch ownership through Weinstein Wilkes Financial Group and partnership at WWFG Ventures. Wilkes serves on the finance and investment committee of Citygate Church and is involved in counseling and mentoring on financial hardship using biblical principles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.
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