Joe Weaver, CFP®
Joe Weaver is a Florida native and has worked in the financial services industry for over 30 years. He currently serves as the president of Raymond James Trust Company, N.A., a nationally chartered trust bank and wholly-owned subsidiary of Raymond James Financial. Raymond James Trust currently serves as trustee, co-trustee, agent for trustee, custodian or executor for approximately 2000 individuals and families within the United States with fiduciary assets under management in excess of nine billion dollars.
In addition, Joe is a board member for both Raymond James Trust, NA. and Raymond James Trust New Hampshire and represents Raymond James on the SIFMA Trust and Estate Roundtable. He is a member of the Trust and Wealth Management Committee of the Florida Bankers Association and past board member of the Council for Educational Change. At the beginning of 2024 he was likewise appointed to the American Heart Association Heart Walk Executive Cabinet on behalf of Raymond James Financial.
Before joining Raymond James in 2011, Weaver spent the majority of his earlier career at Bank of America/U.S. Trust serving in a variety of leadership roles within the private banking and wealth management divisions.
He attended Texas Christian University on a swimming scholarship where he received a bachelor's degree in finance. He also graduated from the Securities Industry Institute, Executive Education Leadership Development program at the Wharton School of Business and holds a CFP® certification along with series 6,63, and 7 licenses.
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.