REGIONAL TRUST CONSULTANT RAYMOND JAMES TRUST N.A.
As a regional trust consultant, Jeanne Connolly provides advisors and clients with awareness, education and understanding of trust services offered by Raymond James Trust, N.A. throughout Kentucky, Tennessee, North and South Carolina, Georgia and Central Southwest Florida.
Jeanne has 33+ years’ experience in financial services, maintaining securities and insurance licensing along with the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Trust and Financial Advisor designation. She stays active within her personal and financial communities through Rotary/Paul Harris Fellowship, Estate Planning Council, Non-Profit Hospital Financial Services and Philanthropy Council, United Way, Andrew Jackson Hermitage Foundation and Cheekwood Estate & Gardens Magnolia Society.
Jeanne studied at the University of South Florida and has trained with Cannon Financial Institute. She resides in Tennessee, with her spouse of 35 years, to enjoy the seasonal outdoors.
Raymond James Trust, N.A. is a subsidiary of Raymond James Financial, Inc. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Trust.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.