Jeanne E. Connolly, CFP®, CTFA
Vice President, Trust Consultant
880 Carillon Parkway
St. Petersburg, FL 33716
As MidSouth Regional Trust Consultant, Jeanne provides advisors and clients with awareness, education and understanding of trust services offered by Raymond James Trust N.A.
Jeanne has 30 years of experience in financial services, maintaining Series 7, 65, 63, Insurance licensing and Certified Financial Planner, Certified Trust and Financial Advisor designations. She has been active as a Rotarian, Estate Planning Council, Non Profit Hospital Financial Services Council and Women In Philanthropy.
Jeanne studied at the University of South Florida and has trained with Cannon Financial Institute. She recently relocated to Tennessee with her spouse of 30 years for the seasonal outdoors.
Brad Powell, CFP®
Regional Insurance Planning Specialist
Raymond James Insurance Group (RJIG)
3625 Cumberland Blvd, Suite 150
Atlanta, GA 30339
Brad Powell is a Regional Insurance Planning Specialist with the Raymond James Insurance Group, and has more than 25 years of experience in financial services. Brad spent more than 20 years as a sales and marketing executive with several major life insurance companies. He has been a Certified Financial Planner for more than 20 years, as well as a Registered Principal.
Prior to joining Raymond James 5 years ago, Brad was Vice President of National Accounts with a large insurance brokerage general agency located in Atlanta, GA. In this capacity, he was responsible for point of sale assistance with financial advisors of three major broker/dealers. His expertise includes estate planning, retirement planning, business success strategies and legacy planning concepts. Using a consultative approach, he can also assist in incorporating life insurance, disability income and long-term care insurance into the overall financial plan. This includes support for these solutions in Goal Planning and Monitoring.
Prior experience included national sales manager positions at Prudential and Jackson National Life, where he was responsible for managing teams of wholesalers representing life insurance and annuity products in broker/dealers and other financial institutions.
Brad is based in the Cumberland/Galleria office of Atlanta covering Georgia and surrounding states, and works with Raymond James advisors and their clients as a Point of Sale representative of Raymond James Insurance Group. Brad resides in Marietta, GA with his wife, Toni, and three daughters, and is an avid vintage motorcycle collector.
Monica Wiesel, CFP®
Financial Planning Consultant
1100 Ridgeway Loop Road, 6th Floor
Memphis, TN 38120
Monica uses her expertise in financial planning to support financial advisors, providing thoughtful solutions to client issues. She joined Raymond James through the acquisition of Morgan Keegan in 2012; at her previous firm, she held high-level roles including senior financial planner, financial advisor for MK Direct and first vice president, and was a core trainer for the Raymond James conversion training program. Monica is a CERTIFIED FINANCIAL PLANNER™ professional, a Retirement Income Charter Professional, and has 20 years of experience in the financial services industry. She earned a B.S. in commerce and business administration from the University of Alabama in Tuscaloosa; holds Series 6, 7, 63 and 65 licenses as well as life, health and variable annuity licenses; and is a member of the Financial Planning Association’s Mid-South Chapter and the National Alumni Association of the University of Alabama. In her free time, she enjoys yoga, international travel, watching college football and listening to live music.
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.
