Jeanne Connolly, CFP®, CTFA
As trust consultant for the Southeast Region, Jeanne Connolly provides advisors and clients with awareness, education and understanding of the trust services offered by Raymond James Trust.
Jeanne has over 30 years of experience in the financial services industry, including investments, insurance, planning and estate services. She is a Rotarian, alumna of the North Suncoast Estate Planning Council, Morton Plant Mease Financial Services Council, Women in Philanthropy and Leadership Pasco, Florida. Jeanne studied at the University of South Florida and has trained with Cannon Financial Institute.
Raymond James is not affiliated with the above organizations.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.