Tom Morgan is a Vice President and trust consultant at Raymond James Trust. His role is to work with financial advisors and their clients in the Northeast region to educate them about trust services provided through Raymond James Trust.
Tom has over 25 years of experience in the are of trust and estate services. Prior to joining Raymond James Trust, he was a trust and estate specialist with Comeria Bank & Trust N.A for over five years, a wealth management consultant at UBS Financial Services for five years and a trust and estate specialist for Merrill Lynch Trust Company for 12 years.
Tom earned his Bachelor’s degree at Roger Williams School of Finance.