Tiffany Marshall, CTFA

Trust Consultant

Tiffany Marshall joined Raymond James Trust, N.A. in 2016 as Trust Consultant for the West region. With over 16 years in the industry, she previously served as a senior trust officer for Union Bank in San Francisco, CA, primarily focusing on helping high-net-worth clients achieve their estate planning goals and cultivate long-term relationships with their families.

She also worked as a trust officer with Wells Fargo Bank for five years, managing complex trust and investment relationships. She then moved to Merrill Lynch and worked as a financial advisor, where she focused her business by partnering with estate planning attorneys in the Los Angeles and Orange County areas. In 2008, she moved back to Wells Fargo Bank as a wholesaler for their fiduciary platform.

Tiffany earned her Certified Trust and Financial Advisor (CTFA) designation in 2009 and received her Bachelor's degree from the University of Arizona.

Patrick O'Connor

Senior Vice President – Wealth Solutions Raymond James

As senior vice president and founding member of the Wealth Solutions department for Raymond James, Patrick is responsible for wealth management consulting, retirement solutions, cash management and various strategic initiatives for the Private Client Group of Raymond James.

Patrick joined Raymond James in 2001 to lead the product development and financial advisor support for the Alternative Investments Group, a new division of the firm at the time. In 2006, he co-founded the Wealth Solutions department to build the firm’s strategy and improve advisor effectiveness in the high net worth market. In 2009, he took on additional management responsibilities for the Financial Planning Group and Cash Management Solutions. He is a faculty member of the firm’s Institute of Finance and a member of the investment committee for alternative investments and structured products. He also represents Raymond James as a member of the Wealth Strategies Roundtable of the Securities Industry and Financial Markets Association.

Patrick earned his Bachelor of Arts degree in political science and Masters in international business from the University of Florida, where he was a member of the men’s basketball team.

Patrick is on the Board of Directors and Executive Committee of Junior Achievement of West-Central Florida and a member of the CFA Institute.

Raymond James Trust

We know how hard you work for what you have, so we’ll work just as hard to plan for the future you desire.

That’s why we partner with professionals from Raymond James Trust to help with your estate and charitable planning needs. Raymond James Trust, a wholly owned subsidiary of Raymond James, is comprised of attorneys, CPAs and trust experts with extensive experience to provide individually tailored service to help fulfill your personal goals both now and in the future.


  • Family Focused

    Raymond James Trust was established to exclusively serve the families and individual clients of Raymond James advisors – not institutions.

  • Personalized Strategies

    Unlike other providers of trust services, our skilled professionals deal exclusively with trust issues. With a wide variety of trust and charitable options to work with, the investment plans provided are never “one size fits all,” but individually tailored plans to fulfill your personal needs.

  • Trusted Service

    Think of Raymond James Trust as an extension of your financial advisor’s team. With us, you’ll never work with a stranger but with those you have a personal relationship with to ensure your plan is developed and carried through the way you intended.

  • Experience & Support

    Raymond James Trust has been in business for more than 20 years and manages more than $2 billion in assets in most of the 50 states.

Equity Capital Markets


  • Equity Research

    We know how important having the right resources, tools and reliable information can be when choosing equity investments. Our team’s partnership with the award-winning Raymond James Equity Research department provides all that and more, giving us – and you – answers to questions about individual stocks as well as overall market information. We also have access to a number of Raymond James’ recommended lists, highlighting the department’s best ideas for individual stock investment and giving actionable recommendations to round out your investment portfolio.

    Raymond James, a top 5 provider of equity research covering more than 1,300 companies globally in nine highly focused industries, seeks to uncover superior investment opportunities through insightful, timely and comprehensive research. Our partnership allows us to share that with you.

  • Investment Banking & Equity Underwriting

    As a business owner, your business – likely one of your biggest assets – is extremely important to you. It’s important to us, too. That’s why advisors partner with Raymond James Investment Banking, a full-service investment bank that offers expertise in mergers & acquisitions, public offerings, private placements, debt origination and restructurings. Recognized as award-winning by The M&A Advisor and Global M&A Network, the Raymond James team offers us deep industry expertise supported by hundreds of senior level experts that specialize by sector. Our partnership with Raymond James Investment Banking enables us to provide you with a long-term, comprehensive approach that can take your business to the next level, no matter where it is in its life cycle.

  • Equity Portfolio & Technical Strategy

    The markets are ever-changing and evolving, which is why advisors with the Raymond James Equity Portfolio & Technical Strategy team. From individual stock ideas to a monthly sector analysis, the team also manages three guided model portfolios that are available for you to invest in. Our partnership with Raymond James enables us to leverage their insight as we work to develop investment solutions and strategies that meet your unique needs.

    Highly involved and drawing on years of hands-on experience, the Equity Portfolio & Technical Strategy team’s deep and critical focus on equity markets allows us to focus our attention on what’s most important – you.