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Trust Services

There are many types of trusts to choose from. Selecting the right one starts with your unique financial situation and goals for the future. Our advisors know the industry and can make things both easy to understand and applicable to your future goals. Together with your legal and tax advisors, we’ll help you identify the type of trust that fits your need.

Trust and Fiduciary Services

  • Create a personalized plan for asset preservation and transfer of wealth
  • Personal Trust and Estate Administration
  • Tax planning
  • Investment of assets to reach your goals
  • Serve as Qualified Intermediary for 1031 Like-Kind Property Exchanges

Customized Discretionary Investment Management

  • Personalized investment and tax strategies
  • Proprietary portfolio and risk analysis
  • Access to local portfolio management team
  • Independent, unbiased advice

Specialized Plans for Individual and Company Sponsored Retirement Plans

  • Traditional, Roth, and Rollover IRAs for individual investors
  • Varieties of company sponsored retirement plans to fit your business goals

Bond Administration

  • Serve as corporate trustee and/or paying agent for taxable and tax-exempt bonds
  • Dividend and interest collection and payment
  • Safekeeping of assets
  • Tax reporting

Custody for Institutional Clients

  • Safekeeping of assets
  • Security settlement
  • Dividend and interest collection and payment
  • Corporate action processing
  • Proxy voting
  • Cash management
  • Tax reporting information provided

Ready to get started? Our expert advisors are here to assist you.

Research the background and experience of Raymond James financial brokers, advisers and firms by visiting FINRA’s BrokerCheck.

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER” and CFP® in the U.S.,
which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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