As Southeast Regional Consultant, Jeanne Connolly provides advisors and clients with awareness and understanding of the trust services offered by Raymond James Trust.
Jeanne joined Raymond James in 2011, sharing 30 years of financial services experience, including private wealth management, investments, insurance, trust, and estate planning. She holds the Certified Financial Planner™ and Certified Trust and Fiduciary Advisor (CTFA) designations and embraces her financial community as a Rotarian, alumna of the Estate Planning Council and Women in
Philanthropy. Jeanne studied at the University of South Florida and has trained with Cannon Financial Institute.
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.