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The Private Wealth Management Team

Dave Ness

Dave Ness

JD, CPA, CFP®
President, Raymond James Trust, N.A.

David Ness is president of the Raymond James Trust, N.A., and president and a director of Raymond James Trust, N.A. West, subsidiaries of Raymond James Financial, Inc. (NYSE-RJF). In 1989, Mr. Ness joined Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, as vice president of the Financial Planning Department. He was promoted to his current position in 1996. Mr. Ness graduated from Bradley University in 1979 with a bachelor’s degree in accounting. He earned his Juris Doctor from Marquette University, Milwaukee, in 1982. Mr. Ness then earned his Certified Public Accountant designation in 1987 and his Certified Financial Planner™ (CFP®) designation in 1992. He also graduated from the Securities Industry Institute Wharton School of the University of Pennsylvania in 1998.