As regional trust consultant, Jeanne 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-plus years’ experience in financial services, maintaining securities and insurance licensing along with the CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Financial Advisor designations. 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.
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 any of the companies mentioned.