Fehrman Investment Group Partners
Understanding who our clients are and what is truly important to them is the foundation for what we do every day. We know how hard you work for what you have, so we’ll work just as hard to plan for the future you desire. That’s why we partner with professionals with extensive experience to provide individually tailored service to help fulfill your personal goals both now and in the future.
Jeanne E. Connolly, CFP®, CTFA
Vice President, Regional Trust Consultant
Raymond James Trust, N.A.
33+ years’ experience in financial services, maintaining securities and insurance licensing along with the Certified Financial Planner, Certified Trust and Financial Advisor designations.
Jeanne specializes in Trust services offering support and guidance in the following areas: Wills, Estates, Power of Attorney, Health Care Advance Directives, Executor, Corporate Trustee and Trust Reviews.
Services provided through Raymond James Trust, an affiliate of Raymond James Financial Services, Inc.
Bradley Powell, CFP®
Regional Insurance Planning Specialist
Raymond James Insurance Group
30+ years’ experience in financial services, life insurance, disability income, long term care insurance along with the Certified Financial Planner, Financial Advisor and Registered Principal designations.
Brad provides assistance with a wide range of insurance options including: Long Term Care, Life, and Disability as well as reviews of any current insurance.
Services provided through Raymond James Insurance Services, an affiliate of Raymond James Financial Services, Inc.