President
Raymond James Trust
A Cup O' Joe
Dear Trust Associates,
Welcome to the New Year! I hope you had a chance to spend some quality time with your family and friends over the holidays.
December was extremely busy for all of us with a record number of donor advised funds opened (538 accounts to be exact) and $100MM of new trust sales (December AUM Dashboard), bringing our total client balances to a record 7.2 Billion. Clients and advisors continue to embrace our services now more than ever, which is a tribute to our hard work and commitment to being client first. The firm’s 2019 Annual Report highlighted Will Lucius, Director of Special Needs Trusts for our company (pg. 23-24), which is a prime example of the value-add of Raymond James Trust.
As we embark on a new decade, it is a chance to start fresh by focusing on opportunities, not problems, by directing our best thinking and resources to areas that currently exist to truly transform our business. To do this we must begin each day by asking ourselves “What do our clients want?” and “Are we providing it?” – not “What do we want?” Organizations that transform their industries or create new markets are the ones that do just that, like Apple and Amazon. Organizations that die are those that run for the benefit of the insiders, not the client, or begin each day with can’t do versus can do. If we can keep that in mind we will continue to enjoy even more success over the next ten years.
No matter what lies ahead in 2020, I am confident in our ability to adapt and find success as long as we remain true to our core values. I am proud to part of this team and look forward to another successful year.
Thanks for all you do.
Joe
Have We Met?
New faces. New friends. Introducing our newest colleagues.
Edward Galan
Trust Associate
Edward went to USF Tampa and graduated in 2015 where he was a Pole Vaulter for the Track and Field Team on scholarship with a record of 4.95m.
Edward has been with Raymond James since April 24, 2017 and has loved every moment of working with the fabulous people here. He has an obsession for sushi, pickles, and Chicago-style hot fogs. He enjoys cooking, exercising, spending time with his 3 year old Shiba Inu, Emi, and loves to travel! He studied abroad in Japan three times during his college career.
Heath Howell
Trust Investment Officer
Heath comes to RJ Trust with almost 9 years of experience with T. Rowe Price, where he worked in several departments which helped him gain a broad range of investment management and product expertise.
Heath was born and raised in Arkansas where he received his undergraduate degree from University of Central Arkansas, and currently holds his series 7 and 66 licenses. In addition, he holds the designation of Chartered Retirement Planning Counselor.
Currently living in Tampa, FL, Heath likes to spend his free time outdoors at the beach or enjoying the many theme parks located in Florida. He also enjoys exploring many local restaurants and bars throughout the Tampa Bay area.
Trust Funned
Past events
- In November, Raymond James Trust hosted their "Cranberry Carnival" and served delicious deserts including pies and cupcakes.
- During the holiday season, Raymond James Trust participated in multiple activities including an ugly sweater contest, gift wrapping gifts for foster kids and “Breakfast for Santa’s Helpers."