Our Qualifications

Our commitment is to provide independent and objective investment management and financial planning, superior investment alternatives to individuals and businesses, and great customer service. We are committed to your financial future.


About Our Team

Stephen P. Poitevint - RJFS Registered Principal, and Financial Advisor, Investment Management Consultant

Steve Poitevint received his B. S. Degree in Business Administration from Auburn University in 1980. He was a member of the Auburn University Football Team from 1975-1979.

He holds the  Series 6, 7, 51 and 63  Securities Licenses. He also holds the Series 24 Registered Principal License and holds  insurance and variable annuity licenses.

Steve began his career over thirty-two years ago, in February 1985, as a Financial Advisor with American Express Financial Advisors, formerly IDS Financial Services. Beginning in 1987, he served as a Financial Advisor with Financial Service Corporation based in Atlanta, Georgia. He has been affiliated with Raymond James Financial Services, Inc. since 1990.
 

Steve was selected among 100 of more than 5000  Raymond James financial advisors as a charter member of the Institute of Investment Managment Consulting(IIMC). In September 2005, he completed a 3-day training course and exam to qualify for the Investment Management Consulting Certification.  In April 2008, Steve completed a 3-day training and exam to qualify for Level 2 of Investment Management Consulting Certification.  Steve has been a current member of the Raymond James Financial Services (RJFS) Executive Council for the last ten years.  Executive Council honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal services and professional integrity.  Membership is based on prior fiscal year production.  Re-qualificaton is required annually.  The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance.  No fee is paid in exchange for this award/rating

Steve has served as an Elder at the First Presbyterian Church of Bainbridge where he has also served as Treasurer. He has served as Chairman of the Stewardship and Finance Committee and has  served as Chairman of the Pastor Nominating Committee in securing a new pastor. Steve teaches Sunday school and a bible study group. Steve has served on the Board of Directors of the Bainbridge Rotary Club as Community Service Director,Treasurer and Chaplin.  He is a member of the Bainbridge Country Club and a former Treasurer. Steve is a member of the Bainbridge Bearcat Touchdown Club where he has served as President, Secretary, and Treasurer. Steve is a member of the Auburn Football Letterman Club, the Bainbridge/Decatur County Chamber of Commerce and  a charter member of the Board of Directors of the Bainbridge/Decatur County YMCA. He has also served as Vice President and Treasurer of the local adult chapter of the Fellowship of Christian Athletes (FCA). He has served on the Board of Directors and Finance Committee of Friendship House, an inner city ministry serving the youth of Decatur County.  Steve has served on the Board of Directors of the Samaritan Counseling Center, a faith based counseling service.

Steve has spoken to numerous groups and has given seminars on financial planning and investment management. He writes a regular column for the local newspaper, The Bainbridge Post-Searchlight, and previously had a weekly radio talk show on WMGR-AM in Bainbridge titled "Money Talk."


L. Steve Wansley, Professional Partner

Steve Wansley received his B.S. degree in Business Administration from Valdosta State College in 1970.   Steve began his career with New York Life in December 1976, and has been affliliated with Raymond James since March 2001 as a Professional Partner.

Steve is on the South Georgia Board of Fellowship of Christian Athletes. He also serves on the Board of the Alapaha Council Boy-Scouts, and is a past member of the Valdosta City School Board. Steve is a member of Valdosta 1st Methodist Church.



Rhonda Downing, Office Manager, RJFS Financial Advisor

Rhonda Downing has 39 years experience in financial, corporate, and insurance matters. She began her career as an Accounting Assistant in 1976. In 1982, Rhonda began an 18 1/2 year tenure with a small loan management company. During her tenure, she served as Branch Cashier, Internal Auditor, Relief Manager, Human Resources Manager, Comptroller, ACH Supervisor, Corporate Secretary, and Executive Vice President. She also served as Office Manager of an insurance agency serving life and health insurance needs.

She has been affiliated with Raymond James since July 2005, and holds  Series 7 & 66 licenses. 

Rhonda attends the Bainbridge Church of God. She is an Ordained Minister with the  Church of God, Cleveland, TN. Rhonda ministers in churches, and at women's conferences and retreats. She has served on the Decatur County Jail Ministry Team as Young Adult Pastor, Women's Ministries' president, Care Pastor, and Bainbridge Aglow President. Rhonda  organized and led a group on a mission outreach to the homeless in the inter-city of Atlanta through the ministry of Rescue Atlanta.


Dee Worthington, Client Services Representative

Expect a warm welcome when you enter our office! Dee is on our front line of customer service; greeting you in person, or responding to your phone call if you need to schedule an appointment, check an account balance, or update personal information for our records.

As the key liaison between our clients, Stephen P. Poitevint, Inc., and Raymond James Financial Services, Dee provides direct technical support by recording all transactions on behalf of the client. She generates and manages all the paperwork required to process distributions from an account, transfer accounts, open new accounts, place trades upon FA's instructions and set up online access to customer accounts. She also keeps clients informed by developing client communications, such as newsletters and workshops. Please feel welcome to contact Dee with any questions or concerns regarding your account.

Dee has 26 years experience in Medical Office management. She began her career in the medical field at Archold Hospital in Thomasville, Georgia as a medical secretary. Dee later worked as a Medical Receptionist and was promoted to Office Manager after a year. 

 

Preston Poitevint, Financial Advisor Assistant

Graduated from Southern Union State Community College in December 2013, received Associate in Science Degree.  Member First Presbyterian Church.   Currently working on Series 7 test.  Started working in January 2014.



  


 

 

 

 

 

Securities  offered exclusively through
Raymond James Financial Services, Inc.
Member FINRA/SIPC