Raymond 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 Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James Trust, N.A. is a subsidiary of Raymond James Financial, Inc. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Trust.