Introducing Raymond James Trust N.A.

Count on Experience You Can Trust From a Name You Know

Choosing a trustee to manage your personal affairs could be one of life’s most important decisions. Everyone wants the assurance of knowing that they are dealing with a highly ethical, established firm that will provide them with clear guidance and respect their wishes. Generally, the safest alternative is to choose an independent trust company.

Raymond James Trust N.A. is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF) which provides financial services to individuals, corporations and municipalities.

Raymond James Trust N.A. began in 1991 as the Raymond James Trust Company in St. Petersburg, Florida. To better serve its clients outside of the southeastern U.S., the Raymond James Trust Company West was acquired (as Sound Trust Company) in 1993. Over the years, the two companies have grown to manage over $1.6 billion in assets in most of the 50 states and a number of foreign countries. In 2007, Raymond James Trust Company successfully completed the rigorous application process to gain a national trust charter and changed its name to Raymond James Trust N.A.

Under its federal charter, Raymond James Trust N.A. may act as trustee, custodian, personal representative or agent to the trustee in a wide variety of trust and estate situations in every state of the U.S.

A Wide Variety of Services

Raymond James Trust offers complete personal trust services, including serving as trustee or as an agent or custodian for individual trustees. Raymond James Trust also serves living trusts, charitable remainder trusts, life insurance trusts, specialty trusts and IRA rollover trusts. Today, Raymond James Trust manages more than $1.6 billion in assets for trust clients.

The Advantages of Raymond James Trust N.A.

There are several advantages to naming Raymond James Trust as trustee. Unlike other providers of trust services, our skilled trust advisors deal exclusively with trust issues. The solutions our trust experts provide are never “one size fits all,” but are individually tailored to fit personal needs.

Services by Raymond James Trust are delivered in a team context, where we draw upon the knowledge and experience of our financial advisors, affiliated investment management entities and experienced trust staff.

In addition, Raymond James Trust offers:

• Professional management by trained experts,
• Impartiality in making investment decisions and in dealing with beneficiaries,
• Dedication to Service 1st^SM, Raymond James’ commitment to placing our clients’ interests first and serving them with integrity, innovation, quality and hard work,
• State-of-the-art technology to serve clients better and faster, and
• The confidence that comes from knowing your trustee is subject to regular audits by external auditors and government regulators.

The staff of Raymond James Trust is comprised of caring professionals – attorneys, CPAs and trust experts – with extensive experience in administration and operations. For them, every client is unique with his or her own special needs and every effort is put forth to create customized solutions to fulfill those needs.

Estate Planning should be handled by trusted professionals who will develop a financial plan that meets the goals you set for you and your family. That’s why so many choose Raymond James Trust. For more information on our trust services, please contact your Raymond James financial advisor today or use the convenient office locator to find our office nearest you today.