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.
Senior Vice President, Senior Trust Consultant
880 Carillon Parkway
St. Petersburg, FL 33716
Cell 727.259.9590 Office 727.567.7464
BOYD.NELSON@RAYMONDJAMES.COM
Boyd Nelson studied law at Washington University in St. Louis, Missouri. His studies were concentrated in the areas of estate planning, business and tax. He received his Juris Doctor degree in 1996. Prior to that he attended the University of Missouri where he received his Bachelor of Science in Business Administration with a double emphasis in Corporate Finance and Real Estate.
Boyd joined Raymond James Trust N.A. in the fall of 1996. After serving in an administrative capacity, Boyd started marketing for the organization in the southwest area of Florida. Soon his responsibilities were increased to include the Midwestern states. In 2004 New York Life recruited Boyd to create and implement their marketing program for New York Life Trust Company. In 2005 Raymond James Trust N.A. brought Boyd back to launch their marketing effort to the Western United States.
Boyd is a member of the Florida and St. Petersburg Bar Associations and is active with the Tampa Bay Estate Planning Council, a professional organization of estate planners. Boyd is a Certified Trust Financial Advisor, a graduate of the American Bankers Association Graduate Trust School and a licensed Financial Advisor. He is a frequent lecturer to Financial Advisors, Attorneys and CPAs concerning estate taxes, the use of trusts and their places in estate plans.
Regional Insurance & Planning Specialist
Raymond James Insurance Group
GLENN.BAKER@RAYMONDJAMES.COM
Glenn Baker represents the Raymond James Insurance Group (RJIG) as Regional Insurance & Planning Specialist for the state of Florida.
With over 30 years’ experience in insurance and financial services, Glenn is available to assist in all facets of your clients’ insurance needs. Meeting client goals, objectives and dreams in estate and wealth transfer planning, executive benefits, asset protection strategies, and business owner and family succession planning are areas of specialization.
Glenn works with financial advisors, their clients and families along with other trusted advisors, including attorneys, CPAs and trustees. Glenn and his team will provide turn‐key service beginning with planning ideas, client and other advisor consultation and case design. At this point the final presentation and recommendations are made to the client and the case management process begins. Case management Includes securing the best possible coverage from highly rated insurance carriers. Applications and other supporting documents are included in Glenn’s overall process.
Professional designations and affiliations include: Life and health insurance and variable annuity licenses, Series 7, 63 and Series 24 Registered Principal.
Glenn can be reached at: (727) 567‐2119 / Glenn.Baker@RaymondJames.com
