Best-in-State · rank 55 · Scottsdale, Arizona · listed firm: Raymond James & Associates
Logo asset (hotlink-protected, view at source): https://www.raymondjames.com/etc/designs/rj/img/rj-logo.svg
Identity & firm
- Firm — Raymond James & Associates (high)
- “Current employment: Raymond James & Associates, Inc.” — sec_finra_regulatory
- Parent company — Raymond James Financial, Inc. (high)
- “Raymond James Financial Services model: Hybrid broker-dealer offering both traditional employee and independent contractor affiliations” — firm_official
- Firm type — wirehouse (medium)
- “Raymond James Financial Services model: Hybrid broker-dealer offering both traditional employee and independent contractor affiliations. Not a traditional wirehouse — classified as an independent national/regional broker” — firm_official
- Team name — Weiss Wealth Strategies of Raymond James (high)
- “Team Name: Weiss Wealth Strategies of Raymond James” — firm_official
- Team size — 3 (medium)
- “Confirmed team members: Gary Weiss (Managing Director, Senior Vice President, Investments; Private Wealth Advisor), Sonja Ross (Senior Registered Client Service Associate/Financial Advisor), Melody Cannedy (Senior Client” — firm_official
- CRD — 2294984 (high)
- “CRD: 2294984. Registered with FINRA BrokerCheck and SEC IAPD. Current employment: Raymond James & Associates, Inc.” — sec_finra_regulatory
- Years experience — 30 (high)
- “30+ years in financial services industry. Since 2009 at Raymond James (17 years; total tenure with current firm). 16 years at Smith Barney (1993–2009) as First Vice President and Financial Advisor” — professional_press
- Designations — — (high)
- “Securities licenses: Series 63, Series 65. Formal professional designations: None publicly listed (no CFP, CFA, CPWA, CIMA, or ChFC noted). Title: Managing Director, Senior Vice President, Investments; Private Wealth Adv” — professional_press
Book of business
- Team AUM ($M) — 570 (high)
- “Team Assets (Custodied): $570M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 10.5 (high)
- “Typical Net Worth of Relationships: $1-20M” — forbes_shook
- Client niche — high-net-worth individuals and families; retirees, physicians, business owners, women investors (medium)
- “Specialty: High-net-worth individuals and families. Expertise areas: Retirees, physicians, women investors, business owners. Client goal focus: Retirement planning, education funding, wealth preservation for complex fina” — firm_official
- Custodians — not_applicable (high)
- “Raymond James & Associates is a broker-dealer, not an RIA or hybrid RIA; Gary Weiss operates as a registered representative within the firm's custody and clearing infrastructure” — sec_finra_regulatory
- Fee model — not_public (high)
- “Not publicly disclosed for Weiss Wealth Strategies specifically. Raymond James general structure: Advisors can charge AUM-based fees, hourly fees, fixed fees, or commission-based arrangements depending on client agreemen” — firm_official
Positioning & marketing
- Website url — https://www.raymondjames.com/weisswealthstrategies (high)
- “Main firm page: https://www.raymondjames.com/weisswealthstrategies” — firm_official
- Value proposition (verbatim) — Making order out of chaos, carefully considering options and addressing each detail in a mission designed to help mitigate market volatility, preserve, and grow hard-earned wealth. (high)
- “Making order out of chaos, carefully considering options and addressing each detail in a mission designed to help mitigate market volatility, preserve, and grow hard-earned wealth.” — firm_official
- Differentiators — Risk management focus over return chasing, Consistent, deliberate, disciplined approach, Comprehensive planning for complex financial situations, 30+ years experience in wealth management, Raymond James Chairman's Council recognition (medium)
- “The essence of investment management is the management of risks, not the management of returns. We believe in a consistent, deliberate and disciplined approach, not in chasing the latest market fad or hot stock.” — firm_official
- “Raymond James Chairman's Council (2011–2015, 2017–present)” — firm_official
- Content marketing — none (high)
- “No published newsletter, blog, or podcast found in research across Raymond James team site, LinkedIn, and industry databases.” — firm_official
- Has podcast — no (high)
- “No published newsletter, blog, or podcast found in research across Raymond James team site, LinkedIn, and industry databases.” — firm_official
- Books published — 0 (high)
- “No books authored by Gary Weiss found in search of publishing databases, Amazon, or professional bios.” — firm_official
- Linkedin url — https://www.linkedin.com/in/garysweiss (high)
- “LinkedIn: Gary Weiss - Private Wealth Advisor & Managing Director” — social_or_third_party_db
- Social presence — linkedin_active (high)
- “LinkedIn profile active and maintained as Gary Weiss - Private Wealth Advisor & Managing Director, Raymond James” — social_or_third_party_db
- Press awards — Forbes 2026 Best-In-State Wealth Advisors (#55, Arizona), Raymond James Chairman's Council (2011–2015, 2017–present), Sy Clark Award for Outstanding Young Leadership (2007, Jewish Community Association), Irv Shuman Award (2015, Valley of the Sun JCC) (high)
- “Forbes Recognition: #55 on Forbes 2026 Best-In-State Wealth Advisors list (Arizona). Raymond James honors: Raymond James Chairman's Council (2011–2015, 2017–present). Sy Clark Award for Outstanding Young Leadership (2007” — forbes_shook
Visual brand
- Has distinct logo — no (high)
- “Weiss Wealth Strategies uses the Raymond James corporate branding and logo on all team materials and the firm's website; no distinct team-specific logo or mark observed separate from the parent firm's corporate identity.” — firm_official
- Logo url — https://www.raymondjames.com/etc/designs/rj/img/rj-logo.svg (high)
- “Raymond James corporate logo (SVG) used on Weiss Wealth Strategies official team page.” — firm_official
- Visual brand notes — Raymond James corporate brand: navy and gold color palette, serif typography (traditional wealth-management aesthetic), professional photography of advisors and clients in office/consultation settings. (high)
- “Weiss Wealth Strategies team page employs Raymond James standard visual identity: navy and gold palette, serif headlines, professional corporate photography of team members and client consultation scenes.” — firm_official