Coordinating the financial lives of affluent families

Through deeply personal relationships and concierge-level service, our family office team adeptly manages the multi-faceted financial affairs of affluent families. They can handle the myriad details of your financial life in a coordinated fashion with your estate attorney, your CPA and Raymond James Trust, N.A., to help ensure that your wealth management plan is multigenerational and tax-efficient.

Philip R. Snow
Raymond James Trust

With 30 years of experience in the trust and estate services industry, Phil Snow serves as vice president and trust consultant for the Northeast Region for Raymond James Trust. His role is to work with financial advisors and their clients, educating them about trust and estate planning services. Prior to joining Raymond James Trust, he was the director and senior trust consultant at UBS Trust Company for five years. He was also vice president and senior trust consultant for Morgan Stanley Trust for 10 years, based in Wilmington, Delaware.

Phil earned his bachelor’s degree from Rutgers University in New Brunswick, New Jersey, and graduated from the Central Atlantic School of Trust & Investment Management at Bucknell University. He is also a certified paralegal with an honors certification in estate planning and trust administration from Widener University and obtained his TEP professional designation from the Society of Trust and Estate Practitioners.

Raymond James & Associates, Inc. is affiliated with Raymond James Trust.

John Hanlon, CPWA®, ChFC®, CLU®
Case Manager II
Wealth Management Consultant
Wealth Solutions, Raymond James

John Hanlon serves financial advisors and their clients by building strong relationships and working collaboratively to ensure that the most appropriate, the most fitting for the client is achieved. John is passionate about working with financial advisors and their clients to help meet their family wealth goals. He strives to develop both a personal and professional relationship with financial advisors and be viewed as a valued member of their extended team. As a Wealth Management Consultant, John works collaboratively with financial advisors to oversee a comprehensive process to help clients articulate their goals and dreams, provide suggestions on strategies, create a timeline for implementation and assist them with follow-through.

For more than 30 years, John has understood the importance of financial planning and has developed an expertise in wealth conservation and transfer strategies, charitable planning, business disposition and the use of insurance in financial planning. He earned a Masters of Science in financial services from The American College and his B.A. in business administration from Rollins College. John values ongoing education to continue to grow and expand his expertise, and to that end, he has completed several distinguished industry certifications that demonstrate his commitment to wealth management planning.

He has earned the Certified Private Wealth Advisor® (CPWA®) designation, specifically designed for wealth managers who work with affluent clients, focusing on the life cycle of wealth: accumulation, preservation and distribution. He has also completed the rigorous Chartered Financial Consultant® (ChFC®) program, which focuses on creating plans and financial planning for the future. In addition, he achieved the Chartered Life Underwriter (CLU®) designation to demonstrate his breadth and depth of knowledge in insurance and how to manage risk.

John and his wife, Mary, enjoy spending time with their family, including three active grandchildren. He is an outgoing person who relishes the opportunity to meet new people and share life experiences. John stays active by hiking, a favorite spot is Yosemite National Park, and by playing competitive golf. He embraces his love of music by singing backup vocals and playing percussion in a contemporary Christian rock band at his church.

Investment Management Consultants Association® (IMCA®) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.

Individual commitment to a group effort – that is what makes a team work, a company work, a society work, a civilization work.
Vince Lombardi
boston capital wealth management of raymond james
225 Franklin Street
Boston, MA 02110
TF: 888.792.8408
F: 855.573.5250
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