Family Office Team

Stefan has spent the last 30 years in financial services in a variety of roles with companies such as USAA, Wells Fargo Private Bank, Truist and Morgan Stanley Private Bank. His experience includes retail banking, residential and commercial mortgages, investment management, goals-based financial planning, and trust and estate planning. This diverse background allows him to bring a dynamic array of expertise to the teams he supports, and to provide customized solutions for his clients’ banking and lending needs.

Stefan is currently serving in the U.S. Navy Reserves as a chief hospital corpsman. He has deployed once (in 2021) with Task Force Commitment in support of COVID-19 mitigation for Marine Corps Boot Camp, Paris Island, South Carolina. He is married to Rachel, and has two children in college in Orlando. In his limited spare time, he enjoys reading, competitive tennis and volleyball, video games, and projects around the house.

Born and raised in Bucks County, Pennsylvania, Stefan is excited to be returning to the Mid-Atlantic after a 15-year stay in Tampa.

Raymond James & Associates, Inc., and Raymond James Financial Services, Inc., are affiliated with Raymond James Bank, member FDIC. Unless otherwise specified, products purchased from or held at Raymond James & Associates or Raymond James Financial Services are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank, and are subject to investment risks, including possible loss of the principal invested.

Tom Morgan is a vice president and trust consultant at Raymond James Trust. His role is to work with financial advisors and their clients in the Northeast region to educate them about trust services provided through Raymond James Trust.

Tom has over 25 years of experience in the area of trust and estate services. Prior to joining Raymond James Trust he was a trust and estate specialist with Comerica Bank & Trust N.A. for over five years, a wealth management consultant at UBS Financial Services for five years and a trust and estate specialist for Merrill Lynch Trust Company for 12 years.

Tom earned his bachelor’s degree at Roger Williams School of Finance. He also earned his Certified Trust and Fiduciary Advisor (CTFA) designation.