Jeanne Connolly,
CFP®, CTFA Vice President Regional Trust ConsultantRaymond James Trust, N.A.
As a regional trust consultant, Jeanne Connolly 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 more than 11 years of experience in financial services and holds the professional designations of Certified Financial Planner™ professional and Certified Trust and Fiduciary Advisor.
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, and enjoys the seasonal outdoors.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
