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
- Introducing Raymond James Trust
- Questions About Trusts
- Estate Planning and the Life Insurance Trust
- Charitable Endowment Fund
Contact Information
President – Joe G. Weaver
Raymond James Trust
880 Carillon Parkway
St. Petersburg, FL 33716
727.567.2300 | Toll-Free: 800.248.8863, ext. 72300
Fax: 727.567.8738
New business development 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
773.693.7820 | Toll-Free: 866.794.4640
Fax: 773.693.4866
Glen A. Rives, J.D., CFP®
Texas Office
5847 San Felipe Road, Suite 1400
Houston, TX 77057
713.787.2155
Fax: 727.567.3922
Philip R. Snow
New Jersey Office
4400 Route 9 South, Suite 1000
Freehold, New Jersey 07728
908.216.9468
Fax: 727.567.3922
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.