Raymond James Trust N.A.
Building an estate is one thing. Protecting it so that it can meet your needs and then be passed on to your heirs is quite another. Trust services can offer the support many investors require when it comes to providing for their own needs, or the needs of their loved ones, and passing their estates on to their heirs.
About Raymond James Trust N.A.
Contact Information
President – David Ness
Raymond James Trust N.A.
880 Carillon Parkway
St. Petersburg, FL 33716
727-567-2300 | Toll-Free: 800-248-8863
Fax: 727-567-8738
Tim Keefe, Business Development Officer
Chicago Office
8770 West Bryn Mawr Avenue, Suite 1300
Chicago, IL 60631
773-867-8149 | Toll-Free: 866-794-4640
Elissa Mogilefsky, Business Development Officer
Florida East Coast Office
Las Olas Place
300 Southeast Second Street, Suite 740
Ft. Lauderdale, FL 33301
954-828-1295 | Toll-Free: 800-207-0878
Charlie Stantz, Business Development Officer
Orlando Office
200 Colonial Center Parkway, Suite 170
Lake Mary, FL 32746
407-333-2166 | Toll-Free: 800-218-1420
Jack Maynard, Business Development Officer
Tacoma Office
1498 Pacific Avenue, Suite 500
Tacoma, WA 98402
253-572-5339 | Toll-Free: 800-572-5339
Boyd Nelson, Business Development Officer
880 Carillon Parkway
St. Petersburg, FL 33716
727-567-2300 | Toll-Free: 800-248-8863
Fax: 727-567-8738
Privacy Notice
IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT:
To help the government fight the funding of terrorism and money laundering activities, the USA Patriot Act requires all financial institutions to obtain, verify and record information that identifies each person (including business entities) who opens an account.
WHAT THIS MEANS TO YOU:
When you open an account, we will ask for your name, physical address, date of birth, taxpayer identification number and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying documents. We will let you know if additional information is required.
