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Windsor Wealth Planners & Strategists – A Dominguez & Jones Company

July 24th, 2020

We have some exciting news to share with you. We’ve changed the name of our firm to Windsor Wealth Planners & Strategists.

Most importantly, the name change does not alter our relationship with Raymond James, nor does it represent a change in ownership: Christina, John, and Carlos are the partners and owners of our firm. Our name change is simply the next step in the natural progression of our company.

From the beginning, we never intended for our name to be The Dominguez & Jones Wealth Management Group. When we developed our team approach to serving your needs, our previous employer required using the names of the two founding producing partners. When John Lilly joined our group, we all determined that adding his name to the signature did not represent to our clients what we do any more than Dominguez or Jones.

The search began for a name that would be attractive and agreeable to other financial advisors as they consider joining our group. Having partners’ names on the marquee, we surmised, could represent a potential negative to the advisor’s clients. We wanted to eliminate the question, as it was of John, “when is your name going to be added to the marquee?”. We chose to be inclusive, rather than tell the last advisor joining our team that we had run out of space.

Our  criteria centered on finding a name that was easy to remember, easy to say and spell, and had a nice ring to it.

So we settled on a name that describes what we do: Windsor Wealth, Planners & Strategists, and we retained a reference to Dominguez & Jones to make the transition easier for our clients, associates and communities.

Thank you for being our client; we value our relationship and are honored by your trust in us.

Christina Jones, John Lilly, Bobbie Denton & Carlos Dominguez

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Windsor Wealth Planners and Strategist. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth Planners and Stategist is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

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