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Elliot Weissmark, Cfp®,Cpfa Email & Phone Number

CERTIFIED FINANCIAL PLANNER™ at Raymond James & Associates, Inc
Location: Fort Lauderdale, Florida, United States 6 work roles 1 school
1 work email found @raymondjames.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email e****@raymondjames.com
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Current company
Raymond James & Associates, Inc
Role
CERTIFIED FINANCIAL PLANNER™
Location
Fort Lauderdale, Florida, United States
Company size
5 employees

Who is Elliot Weissmark, Cfp®,Cpfa? Overview

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Elliot Weissmark, Cfp®,Cpfa is listed as CERTIFIED FINANCIAL PLANNER™ at Raymond James & Associates, Inc, a with 5 employees, based in Fort Lauderdale, Florida, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Elliot Weissmark, Cfp®,Cpfa.

Elliot Weissmark, Cfp®,Cpfa previously worked as Certified Plan Fiduciary Advisor at Raymond James and Certified Financial Planner at Wells Fargo Advisors. Elliot Weissmark, Cfp®,Cpfa holds Mba, Business Administration And Management, General from University Of Miami Herbert Business School.

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Email format at Raymond James & Associates, Inc

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*@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Elliot Weissmark, Cfp®,Cpfa. Compare company email patterns before reaching out.

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Profile bio

About Elliot Weissmark, Cfp®,Cpfa

I bring a wealth of financial experience to Raymond James & Associates which was gained by working for over Two decades in the Financial Services Industry. I began my career in 1997 with Salomon Brothers Smith Barney and moved to Wells Fargo Advisors in 2005. I hold the designations of Certified Financial Planner (CFP) and Certified Plan Fiduciary Advisor (CPFA). Not only does I hold the CFP designation but also taught CFP classes at the Nova Southeastern University. I spent my youth in New York City and moved to South Florida at the age of thirteen. I have lived in Broward County since 2003. I have my Bachelors in Economics and Accounting and received Masters Degree in Business. I have also been named a Certified Commercial Real Estate Appraiser where I appraised properties for the RTC (Resolution Trust Corporation) during the savings and loan crisis in the early 1990's. I am active in the charitable work with Deliver The Dream and Jewish Federation of Broward County as well as volunteering with the American Cancer Society. Raymond James financial Advisors may only conduct business with residents of the states and /or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investor outside of the United States are subjected to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures:http://raymondjames.com/smrja.htm. Raymond James & Associates, Inc., Member New York Stock Exchanges/SIPC

Listed skills include Financial Analysis, Equity Trading, Municipal Bonds, Insurance, and 3 others.

Current workplace

Elliot Weissmark, Cfp®,Cpfa's current company

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Raymond James & Associates, Inc
Raymond James & Associates, Inc
CERTIFIED FINANCIAL PLANNER™
Fort Lauderdale, FL, US
Website
raymondjames.ca
Employees
5
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Company profile
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6 roles

Elliot Weissmark, Cfp®,Cpfa work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner™

Raymond James & Associates, Inc

Fort Lauderdale, Fl, Us

Certified Plan Fiduciary Advisor

Current
Raymond James

St. Petersburg, Florida, Us

The Certified Plan Fiduciary Advisor (CPFA) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates your knowledge, expertise and commitment to working with retirement plans.Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

Aug 2019 - Present

Certified Financial Planner™

Current
Raymond James & Associates, Inc

We develop strategies designed to keep you comfortable in the present while helping you reach your near- and long-term goals – including preparing for life in retirement. Time is your most valuable advocate when you start your retirement planning early. We understand the many important financial matters professionals must address, including preserving assets from liability risk, tax planning, managing cash flow, managing education debt, valuating a firm or practice for purchase or sale and, ultimately, enjoying financial independence.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Nov 2015 - Present

Certified Financial Planner

Wells Fargo Advisors

St. Louis, Missouri, Us

All aspects of financial planning, asset management, insurance, lending, Accumulation and income-projection modeling,distribution planning,Employer-provided benefits integration.

Jun 2005 - Nov 2015

Private Wealth Advisor

Salomon Smith Barney

Retirement plans, a wide variety of important needs, such as asset preservation, cash flow management, tax planning, estate planning, employee retention, insurance and financing.

Mar 1997 - Jun 2005

Staff Appraiser

Arrea Commercial Real Estate Appraisals

Real Estate Appraiser of commercial office buildings, mid to large neighborhood shopping centers & land tracts. Associated with the RTC.

Jun 1988 - Apr 1992
Team & coworkers

Colleagues at Raymond James & Associates, Inc

Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →

SF Sandra Furey Sandra Furey Colleague at Raymond James & Associates, IncSt Petersburg, Florida, United States View → VA Vince Amalfitano Vince Amalfitano Colleague at Raymond James & Associates, IncExton, Pennsylvania, United States View → NB Nicole Belville Nicole Belville Colleague at Raymond James & Associates, IncGreater Lexington Area, United States View → NM Niki Malecki Niki Malecki Colleague at Raymond James & Associates, IncDunedin, Florida, United States View → JL Jessica Ledbetter Jessica Ledbetter Colleague at Raymond James & Associates, IncNew Port Richey, Florida, United States View → SK Stephen Kruchten Stephen Kruchten Colleague at Raymond James & Associates, IncSt Petersburg, Florida, United States View → CM Christopher Moon Christopher Moon Colleague at Raymond James & Associates, IncHouston, Texas, United States View → SR Sam Rockwell, Mba, Cfp® Sam Rockwell, Mba, Cfp® Colleague at Raymond James & Associates, IncGreater Tampa Bay Area, United States View → DG Dennis Grogan, Mba Dennis Grogan, Mba Colleague at Raymond James & Associates, IncTampa, Florida, United States View → AG Alex Gunter Alex Gunter Colleague at Raymond James & Associates, IncUnited States View →
1 education record

Elliot Weissmark, Cfp®,Cpfa education

  • University Of Miami Herbert Business School
    University Of Miami Herbert Business School
    General
FAQ

Frequently asked questions about Elliot Weissmark, Cfp®,Cpfa

Quick answers generated from the profile data available on this page.

What company does Elliot Weissmark, Cfp®,Cpfa work for?

Elliot Weissmark, Cfp®,Cpfa works for Raymond James & Associates, Inc.

What is Elliot Weissmark, Cfp®,Cpfa's role at Raymond James & Associates, Inc?

Elliot Weissmark, Cfp®,Cpfa is listed as CERTIFIED FINANCIAL PLANNER™ at Raymond James & Associates, Inc.

What is Elliot Weissmark, Cfp®,Cpfa's email address?

AeroLeads has found 1 work email signal at @raymondjames.com for Elliot Weissmark, Cfp®,Cpfa at Raymond James & Associates, Inc.

Where is Elliot Weissmark, Cfp®,Cpfa based?

Elliot Weissmark, Cfp®,Cpfa is based in Fort Lauderdale, Florida, United States while working with Raymond James & Associates, Inc.

What companies has Elliot Weissmark, Cfp®,Cpfa worked for?

Elliot Weissmark, Cfp®,Cpfa has worked for Raymond James & Associates, Inc, Raymond James, Wells Fargo Advisors, Salomon Smith Barney, and Arrea Commercial Real Estate Appraisals.

Who are Elliot Weissmark, Cfp®,Cpfa's colleagues at Raymond James & Associates, Inc?

Elliot Weissmark, Cfp®,Cpfa's colleagues at Raymond James & Associates, Inc include Sandra Furey, Vince Amalfitano, Nicole Belville, Niki Malecki, and Jessica Ledbetter.

How can I contact Elliot Weissmark, Cfp®,Cpfa?

You can use AeroLeads to view verified contact signals for Elliot Weissmark, Cfp®,Cpfa at Raymond James & Associates, Inc, including work email, phone, and LinkedIn data when available.

What schools did Elliot Weissmark, Cfp®,Cpfa attend?

Elliot Weissmark, Cfp®,Cpfa holds Mba, Business Administration And Management, General from University Of Miami Herbert Business School.

What skills is Elliot Weissmark, Cfp®,Cpfa known for?

Elliot Weissmark, Cfp®,Cpfa is listed with skills including Financial Analysis, Equity Trading, Municipal Bonds, Insurance, Fixed Annuities, Life Insurance, and Long Term Care Insurance.

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