CLOSE TO A CENTURY of robust EXPERIENCE.

Whether specializing in nuanced insurance, lending or trust needs, our extended team helps us keep our focus on you and your financial plan.

Wealth Consulting Team

Jeanne Connolly, CFP^®

Vice President, Trust and Estate Specialist

Chris Raulston, J.D., CPA, CFP^®

Wealth Strategist

Beth W. Dominguez, CFP^®, CPA

Wealth Consultant Wealth Planning, Global Wealth Solutions

Brian Brazzell, CFP^®

Wealth Consultant Wealth Planning, Global Wealth Solutions

Enayat Oliver

Vice President, Banking Consultant

Invest Well

learn more

Charlotte Office 6805 Carnegie Blvd Suite 350 Charlotte, NC 28211-3575
T 704.442.4721
TF 888.201.7750
F 704.362.1839
Map & Directions
Map & Directions

Newport Beach Office 660 Newport Center Dr Ste 570 Newport Beach, CA 92660-8040
T 949.279.1747
Map & Directions
Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use