Branch Press Release
July 2015
FOR IMMEDIATE RELEASE
RAYMOND JAMES FINANCIAL SERVICES RECEIVES 2015 BEST OF SAN JUAN CAPISTRANO AWARD
SAN JUAN CAPISTRANO AWARD PROGRAM HONORS THE ACHIEVEMENT
SAN JUAN CAPISTRANO July 2, 2015 -- Raymond James Financial Services has been selected for the 2015 Best of San Juan Capistrano Award in the Financial Consultant category by the San Juan Capistrano Award Program.
Each year, the San Juan Capistrano Award Program identifies companies that we believe have achieved exceptional marketing success in their local community and business category. These are local companies that enhance the positive image of small business through service to their customers and our community. These exceptional companies help make the San Juan Capistrano area a great place to live, work and play.
Various sources of information were gathered and analyzed to choose the winners in each category. The 2015 San Juan Capistrano Award Program focuses on quality, not quantity. Winners are determined based on the information gathered both internally by the San Juan Capistrano Award Program and data provided by third parties.
About San Juan Capistrano Award Program
The San Juan Capistrano Award Program is an annual awards program honoring the achievements and accomplishments of local businesses throughout the San Juan Capistrano area. Recognition is given to those companies that have shown the ability to use their best practices and implemented programs to generate competitive advantages and long-term value.
The San Juan Capistrano Award Program was established to recognize the best of local businesses in our community. Our organization works exclusively with local business owners, trade groups, professional associations and other business advertising and marketing groups. Our mission is to recognize the small business community's contributions to the U.S. economy.
SOURCE: San Juan Capistrano Award Program
CONTACT:
San Juan Capistrano Award Program
As a 2016 Five Star Wealth Manager, you are receiving an honor that reflects your hard work and dedication. We look forward to working with you to share your good news.
Sincerely,
Five Star Professional
Award based on advisor being credentialed as an investment advisory representative (IAR), a FINRA registered representative, a CPA or a licensed attorney, including education and professional designations, actively employed in the industry for five years, favorable regulatory and compliant history review, fulfillment of firm review based on internal firm standards, accepting new clients, one-and five-year client retention rates, non-institutional discretionary and/or non-discretionary client assets administered, number of client households served.
Dean Romo Press Release
5/18/2015
Dean Romo receives the 2015 Five Star Wealth Manager Award
Winner in 2010, 2011, 2012, 2013, 2014, 2015, 2016
Dean Romo
Raymond James
We are pleased to inform you that you have been named a 2016 Five Star Wealth Manager. Congratulations on reaching a level of excellence achieved by fewer than 7 percent of the wealth managers in your area.
Your selection is the result of a rigorous research process that included a regulatory and consumer complaint review, and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients. In the end, you are being recognized by the largest and most widely published wealth manager award program in North America.
10/30/2011
FOR IMMEDIATE RELEASE
DEAN A. ROMO ACHIEVES RECOGNITION
AS RAYMOND JAMES FINANCIAL SERVICES 2012 RISING STAR
San Juan Capistrano, CA. - Dean A. Romo, Branch Manager located at 29222 Rancho Viejo Road, Suite 211 was recently named a “Rising Star” in recognition of his personal accomplishments in 2011. Reserved for those who have been with the firm for at least two full fiscal-year periods, this award recognizes advisors who have achieved exceptional growth in personal production. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC.
Romo, who joined Raymond James in 2003, has more than 18 years of experience in the financial services industry. He works primarily with wealthy families in South Orange County, entrepreneurs and select retirees from local companies to provide a worry-free retirement with an income stream that cannot be outlived.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a national investment firm providing financial services to individuals, corporations and municipalities through more than 3,200 financial advisors in 2,000 offices throughout the United States. For more than 35 years, Raymond James Financial Services has provided a wide range of services through our affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a financial services holding company with more than 5,400 financial advisors serving 2 million accounts throughout the United States, Canada and overseas. In addition, total client assets are approximately $256 billion, of which approximately $32 billion are managed by the firm’s asset management subsidiaries.
For more information, contact Dean A. Romo at (949) 534-9119 x2.
Please visit the Raymond James Press Center at raymondjames.com/media.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.
Matthew DeWeese Press Release
10/30/2011
FOR IMMEDIATE RELEASE
DeWeese, who joined Raymond James in 2003, has more than 24 years of experience in the financial services industry. He works with successful women entrepreneurs and select retirees from local companies to provide a worry-free retirement with an income stream that cannot be outlived.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a national investment firm providing financial services to individuals, corporations and municipalities through more than 3,200 financial advisors in 2,000 offices throughout the United States. For more than 35 years, Raymond James Financial Services has provided a wide range of services through our affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a financial services holding company with more than 5,400 financial advisors serving 2 million accounts throughout the United States, Canada and overseas. In addition, total client assets are approximately $256 billion, of which approximately $32 billion are managed by the firm’s asset management subsidiaries.
For more information, contact Matthew M. DeWeese at (949) 534-9119 x3.
Please visit the Raymond James Press Center at raymondjames.com/media.
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually.
MATTHEW M. DEWEESE ACHIEVES RECOGNITION
AS RAYMOND JAMES FINANCIAL SERVICES 2012 RISING STAR
San Juan Capistrano, CA.- Matthew M. DeWeese, Branch Manager located at 29222 Rancho Viejo Road, Suite 211 was recently named a “Rising Star” in recognition of his personal accomplishments in 2011. Reserved for those who have been with the firm for at least two full fiscal-year periods, this award recognizes advisors who have achieved exceptional growth in personal production. Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC.