Jeanne is a Trust Business Development Officer at Raymond James Trust, N.A., supporting Central and Northwest Florida, Georgia, Alabama and Tennessee. With more than 20 years of financial services experience, Jeanne serves as an extension of our team, providing a trust partnership through education and client development.
Jeanne has been a licensed representative and registered investment advisor since 1986. Serving in both retail and principal capacities, Jeanne earned the designation of Certified Financial Planner™ practitioner in 1997. As Vice President, Product & Advisory Services with INVEST Financial Corporation (a subsidiary of Jackson National Life), Jeanne was instrumental in complementing independent and institutional advisor practices with planning services. Earlier in her career, Jeanne was a private wealth advisor for Regions Financial, where she provided personalized banking, asset management and trust services to high-net-worth clients.
In the community, Jeanne is an active Rotarian, a member of the North Suncoast Estate Planning Council, Morton Plant Mease Financial Services Council, Women in Philanthropy, and an alumnus of Leadership Pasco.
Originally from New York, Jeanne studied at the University of South Florida and has trained with Canon Financial. She resides in the Trinity area with her spouse of over 27 years, Paul, and their daughter, Courtney. Together, they enjoy the outdoors, through all seasons via skiing, snowboarding, hiking and motorcycling.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.