Raymond James Trust

When protecting your estate, find confidence in trust

You’ve worked hard to build your estate. Now it’s time to protect it. The services of Raymond James Trust, N.A. can help you accomplish specific goals in exactly the way you intend, whether it’s passing on assets to heirs, ensuring a lasting philanthropic legacy, establishing a fund for your or a loved one’s support, or protecting your estate from tax liability. Our team can help you preserve, protect and transfer your wealth, all while maintaining your current lifestyle.

Since 1992, Raymond James Trust has been providing comprehensive trust services, and our experienced specialists are prepared to help you take the necessary steps and make the right decisions while creating a plan that works best for you. Your Raymond James financial advisor will remain your point of contact throughout the process, working with your trust officer to manage your assets through the eyes of a professional with in-depth insight into your full financial picture.

About Raymond James Trust

  • National Trust Charter and subsidiary of Raymond James Financial
  • Established in 1992 with seven offices in the United States
  • Serves as trustee, co-trustee, custodian, personal representative or agent to trustee
  • Over $4 billion in assets under administration
  • Diverse product offering

Our difference

What makes Raymond James Trust exceptional is our strength and stability as we are backed by the resources and expertise of Raymond James Financial. We provide local market contacts through your financial advisor, who will work with our more than 90 seasoned and experienced trust professionals to offer world-class administration. Additionally, our nonproprietary open investment platform is matched by our competitive pricing, and we offer extensive philanthropic resources such as donor advised funds through Raymond James Charitable.

Contact our team

Our team of trust consultants are located throughout the United States to work closely with you and your financial advisor to determine the best estate plan and trust solutions to meet your needs.

Raymond James Trust, N.A.raymond james trust logo

880 Carillon Parkway, St. Petersburg, FL 33716

727.567.2300 | Toll-Free: 800.248.8863, ext. 72300 | Fax: 727.567.3922

Trust Consultants

Boyd Nelson
Boyd Nelson, J.D.
Senior Trust Consultant
St. Petersburg, FL
 
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Jeanne Connolly
Jeanne Connolly, CFP®, CTFA
Trust Consultant
Nashville, TN
 
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Timothy Keefe
Timothy J. Keefe
Senior Trust Consultant
Chicago, IL
 
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Phil Snow
Philip R. Snow
Trust Consultant
Princeton, NJ
 
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Roger Fakes
Roger Fakes, J.D., CIMA®
Trust Consultant
Memphis, TN
 
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Tiffany Marshall
Tiffany Marshall, CTFA
Trust Consultant
San Francisco, CA
 
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CFP® | Certified Financial Planner™ | CFP
CFP Board owns the CFP® marks in the United States, which it awards to individuals who successfully complete initial and ongoing certification requirements.