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.


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