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Our Partners
Raymond James Trust
We know how hard you work for what you have, so we'll work just as hard to plan for the future you desire.
That’s why we partner with professionals from Raymond James Trust to help with your estate and charitable planning needs. Raymond James Trust, a wholly owned subsidiary of Raymond James, is comprised of attorneys, CPAs and trust experts with extensive experience to provide individually tailored service to help fulfill your personal goals both now and in the future.
What Makes Raymond James Trust Different
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Raymond James Trust was established to exclusively serve the families and individual clients of Raymond James advisors – not institutions.
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Unlike other providers of trust services, our skilled professionals deal exclusively with trust issues. With a wide variety of trust and charitable options to work with, the investment plans provided are never “one size fits all,” but individually tailored plans to fulfill your personal needs.
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Think of Raymond James Trust as an extension of your financial advisor’s team. With us, you’ll never work with a stranger but with those you have a personal relationship with to help ensure your plan is developed and carried through the way you intended.
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Raymond James Trust has been in business for more than 20 years and manages more than $2 billion in assets in most of the 50 states.
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.