Vice President, Trust Consultant
Raymond James Trust N.A.
With 30 years of experience in the trust and estate services industry, Phil Snow serves as vice president and trust consultant for the Northeast Region for Raymond James Trust. His role is to work with financial advisors and their clients, educating them about trust and estate planning services. Prior to joining Raymond James Trust, he was the director and senior trust consultant at UBS Trust Company for five years. He was also vice president and senior trust consultant for Morgan Stanley Trust for 10 years, based in Wilmington, Delaware.
Phil earned his bachelor’s degree from Rutgers University in New Brunswick, New Jersey, and graduated from the Central Atlantic School of Trust at Bucknell University. He is also a certified paralegal with an honors certification in estate planning and trust administration from Widener University and obtained his TEP professional designation from the Society of Trust and Estate Practitioners.
Vice President, Banking Consultant
Raymond James Bank
Andrew joined Raymond James Bank in 2013. Prior to that, he was a private banker with Morgan Stanley serving financial advisors and their clients throughout Washington, D.C. A 20-year veteran of the financial services industry, he received his degree in finance and international business from Pennsylvania State University.
Born in South Korea, Andrew now calls Washington, D.C., home. He enjoys playing golf, travel, and spending time with family and friends.