Our Partners

Brad Powell, CFP®
Regional Marketing Director

Brad Powell is a Regional Marketing Director with the Raymond James Insurance Group, and has more than 25 years of experience in financial services. Brad spent more than 20 years as a sales and marketing executive with several major life insurance companies. He has been a CERTIFIED FINANCIAL PLANNER™ Professional for more than 20 years, as well as a Registered Principal. Most recently, Brad was Vice President of National Accounts with a large insurance brokerage general agency located in Atlanta, Georgia. In this capacity, he was responsible for point of sale assistance with financial advisors of three major broker/dealers. His expertise includes estate planning, retirement planning, business success strategies and legacy planning concepts. Using a consultative approach, he can also assist in incorporating life insurance, disability income and long-term care insurance into the overall financial plan.

Jeanne E. Connolly, CFP®
Trust Consultant

As MidSouth regional Trust Consultant, Jeanne provides advisors and clients with awareness, education and understanding of trust services offered by Raymond James Trust N.A. Jeanne has 28 years of experience in financial services inclusive of investments, insurance, planning and estate services. She has been active as a Rotarian, member of the North Suncoast Estate Planning Council, Morton Plant Mease Financial Services Council, Women in Philanthropy and Leadership Pasco, Florida. Jeanne studied at the University of South Florida and has trained with Cannon Financial Institute.


Raymond James

A DIFFERENT KIND OF FIRM

In 1962, Bob James set out to build a different kind of financial services firm – one that put people, planning and principles first. And now, more than 50 years later, Bob's different kind of firm is one of the leading independent financial services companies in the United States. Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.

MILESTONE SPOTLIGHT

October 19, 1987: Black Monday. While other firms closed their trading desks to minimize internal losses, Raymond James kept its desks open to meet clients’ needs. Because of Raymond James’ agency-based business model and commitment to client service, this was our first, last and only unprofitable quarter since the firm went public. We can be sure the markets will change over the next 25 years, and that our industry and firm will continue to evolve. What won’t change is our commitment to the values that have driven our success.

BY THE NUMBERS*

Over 6,500 financial advisors More than 2.7 million client accounts Over 2,600 locations throughout the United States, Canada and overseas Approximately $500 billion in total client assets It’s been our privilege for more than 50 years to support the goals of our clients and to give back to the communities in which we live and work – and we look forward to continuing to do so for many, many years to come. To take a “scroll” down memory lane, explore our history at RAYMONDJAMES.COM. *As of 6/30/2015 1Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.