The team at Raymond James Trust offers the breadth of services, education and support needed to address your specific estate plan and move toward your future with confidence. We work hand in hand with your financial advisor to select and implement the estate planning strategies that best align with your greater financial plan. With specialized expertise in a wide array of trust and legacy planning matters, we are here to do whatever is needed to ensure your vision is carried out for the wealth you’ve worked hard to preserve.
Meredith Poe has been in the financial services industry for over 14 years and originally joined Raymond James Trust in 2018 as an internal trust consultant. She was briefly with Regions Private Wealth Management serving as a trust advisor where she focused on business development, helping current clients create or modify their trust and estate planning and administering the accounts for her book of clients. Prior to this, she served as a wealth relations associate for a private Registered Investment Advisor firm based out of Naples, Florida where she cultivated client relationships serving as their main point of contact. She also has five years’ experience in the Financial Aid Industry with two non-for-profit universities in the Tampa Bay area.
Meredith earned her bachelor’s degree in finance from the University of South Florida in 2009 and her master’s in business administration from the University of Tampa in 2019.
Raymond James Trust, N.A. is a subsidiary of Raymond James Financial, Inc. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Trust.
