The Raymond James Trust Companies

Raymond James Trust offers complete personal trust services, including serving as trustee or as an agent or custodian for individual trustees. Raymond James Trust also serves living trusts, charitable remainder trusts, life insurance trusts, specialty trusts and IRA rollover trusts. Today, Raymond James Trust manages more than $1.6 billion in assets for trust clients.

A deeply qualified and experienced staff stands ready to serve your needs including:

  • More than 40 associates
  • Five Juris Doctors
  • Six with Master of Business Administration degrees
  • Five graduates of the ABA Trust School or Cannon Trust School
  • Five Certified Trust and Financial Advisors

Joe G. Weaver

Joe came to Raymond James Trust in 2011 after more than 20 years of banking and wealth management experience, most recently at Regions Financial as the Private Banking & Wealth Management Executive for West Florida. He also served as the Managing Director of U.S. Trust/Bank of America Private Wealth Management in Tampa, Florida where he led a team of advisors and specialists focused on acquiring and developing relationships with high net worth individuals and families. Joe is a Florida native and received his bachelor’s degree in finance from Texas Christian University. He earned his Six Sigma Greenbelt certification for his work in creating a structured coaching process focused on reducing sales variability with clients at Bank of America. He also holds an NASD Series 7 and a 24 license as a registered investment principal.

Timothy J. Keefe
Senior Vice President and Business Development Officer

Tim has served in the financial services industry since 1988. He has earned a Master of Business Administration with distinction from DePaul University and a Bachelor of Science from Northern Illinois University. In addition, he attended the ABA National Trust School at Northwestern University.

Chris Raulston, J.D., CPA, CFP®
Wealth Strategist

Chris has provided sophisticated financial and family wealth planning services to high net worth clients, including corporate executives, business owners, professional athletes and other professionals such as physicians and attorneys, and their families for over 23 years. Specifically, he has assisted corporate executives with stock option planning and business owners and their families with business succession planning. Chris has also counseled individuals/families on planned charitable giving and education planning strategies.

Prior to joining Raymond James (which included starting with Morgan Keegan in September 2003), Chris worked in the Private Client Services group of Arthur Andersen LLP in both Memphis, Tennessee and Little Rock, Arkansas for 12 ½ years (until the firm closed) and then a Memphis CPA firm for 15 months. While in public accounting, Chris provided income, estate and gift tax compliance and planning services as well as financial planning services to clients.

Chris is originally from Knoxville, Tennessee and received his Bachelor of Accounting (1985), Master of Accounting with an Emphasis in Taxation (1987) and his Doctor of Jurisprudence (1989) from the University of Mississippi. He is a CPA in Tennessee (active) and was licensed to practice law in both Tennessee (active) and Mississippi (inactive) in 1990.

Chris is a Registered Representative with the National Association of Securities Dealers (NASD), a licensed Life and Health Insurance agent (Tennessee) and Variable Annuity agent (Tennessee) and a Registered Investment Advisor with the Securities and Exchange Commission. He is a member of the American Institute of Certified Public Accountants (AICPA); the Tennessee Society of Certified Public Accountants; and the American, Tennessee, Memphis and Mississippi Bar Associations (Tax and Real Property, Probate & Trust Sections). Chris is also a CERTIFIED FINANCIAL PLANNER™ practitioner.

Chris is a board member and former Treasurer of the Mid-South Chapter of the American Red Cross. Chris and his wife, Paula, have a daughter, Caroline, and identical twin sons, Grayson and Spencer.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Changes in tax laws may occur at any time and could have a substantial impact upon each person's situation. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of Raymond James & Associates we are not qualified to render advice on tax or legal matters.