Raymond James Trust

Building an estate is one thing. Protecting it so it can meet your needs and then be passed on to your heirs is quite another. Trust services can offer the support many investors require when it comes to providing for their own needs or the needs of their loved ones, and passing their estates on to their heirs.

About Raymond James Trust

Raymond James Trust also manages the Raymond James Charitable Endowment Fund. Our most popular giving option is the donor advised fund. Please view a message from the Raymond James Trust president, Joe Weaver, describing the many benefits of a donor advised fund.

Contact Information

President – Joe G. Weaver, CFP®

Raymond James Trust
880 Carillon Parkway
St. Petersburg, FL 33716
727.567.2300 | Toll-Free: 800.248.8863, ext. 72300
Fax: 727.567.8738

Trust consultant offices

Boyd Nelson, J.D.
880 Carillon Parkway
St. Petersburg, FL 33716
727.567.4864 | Toll-Free: 800.248.8863, ext. 74864
Fax: 727.567.3922

Jeanne E. Connolly, CFP®
880 Carillon Parkway
St. Petersburg, FL 33716
727.567.7444 | Toll-Free: 800.248.8863, ext. 77444
Fax: 727.567.3922

Jon R. Muir, J.D.
California Office
920 Hampshire Road, Suite A14
Westlake Village, CA 91361
805.217.7519
Fax: 727.567.3922

Timothy J. Keefe
Chicago Office
8700 West Bryn Mawr Avenue, Suite 600N
Chicago, IL 60631
312.399.0920 | Toll-Free: 866.794.4640
Fax: 708.457.8043

Philip R. Snow
New Jersey Office
902 Carnegie Center, Suite 320
Princeton, New Jersey 08540
908.216.9468
Fax: 727.567.3922

Roger Fakes, J.D., CIMA®
1100 Ridgeway Loop Road, Suite 600
Memphis, TN 38120
901.634.8474
Fax: 727.567.3922

Privacy Notice

IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT:
To help the government fight the funding of terrorism and money laundering activities, the USA Patriot Act requires all financial institutions to obtain, verify and record information that identifies each person (including business entities) who opens an account.

WHAT THIS MEANS TO YOU:
When you open an account, we will ask for your name, physical address, date of birth, taxpayer identification number and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. We will let you know if additional information is required.