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Trust and Wealth Management

Trust and Wealth Management

 
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Trust and Wealth Management
 
Delap LLP
Delap LLP
_
5885 Meadows Road, Suite 200
Lake Oswego, OR 97035
Scott WilliamsScott Williams
Work Phone: (503) 697-4118(503) 697-4118
Member Since: 2008
One of Portland's largest local accounting firms, Delap provides tax, audit, and consulting services to companies ranging widely in size and industry, including community banks in the Pacific Northwest.
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Raymond James
Raymond James
_
880 Carillon Parkway
St. Petersburg, FL 33716
Jason GoodeJason Goode
Work Phone: (727) 567-6262(727) 567-6262
Member Since: 2024
Founded in 1987, the Raymond James Financial Institutions Division (FID) has more than 30 years of experience providing full-service brokerage and investment advisory services. FID provides a full range of high-end products, best-in-class technology, and
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1149 Court Street NE  •  PO Box 13429  •  Salem, OR 97301
Phone: (503) 581-3522  •  [email protected]


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  • Calendar
  • Advocacy
    • Pacific Northwest Capitol Hill Visit
    • Grassroots
    • Oregon BankPAC
    • Legislative Affairs
    • Regulatory Affairs
    • Comment Letters
    • Access & Inclusion
  • Education & Events
    • Banker Education >
      • Annual Conference & Directors Forum
      • Balance Sheet Strategies Workshop
      • Commercial Lending Development Program
      • Credit Analyst Development Program
      • Engage Conference
      • Executive Development Program
      • Fraud Academy
      • Management Development Program
      • New Accounts Documentation & Compliance Workshop
      • Northwest Bank Directors Series
      • Northwest Bank Operations School
      • Record Retention Guidelines for Financial Institutions
      • Society of Bank Executives
      • Understanding Bank Performance
      • Online Training
    • Bank Webinars
    • Annual Convention
    • Member Mixers >
      • Eugene
      • Portland
      • Salem
    • Oregon Bank Leadership Symposium
    • Pacific Northwest Capitol Hill Visit
    • Peer Group Summit
    • Women in Oregon Banking Luncheon
    • Community Bank Week
    • Event Sponsorships
    • Speaker RFP
  • Member Center
    • Join OBA
    • Already a member? Register Your Membership
    • Member Directory >
      • Bank Members >
        • Community Banks of Oregon
      • Affiliate Members
      • Associate Members
      • Boards of Directors >
        • OBA
        • CBO
        • Foundation
        • Synergy
      • Peer Groups >
        • Agriculture Roundtable
        • Bank Counsel Roundtable
        • Bank Operations Roundtable
        • Community Engagement Roundtable
        • Compliance Roundtable
        • Finance & Accounting Committee
        • FIST
        • Government Relations Committee
        • Human Resources Committee
        • Lending Committee
        • Marketing Roundtable
        • Oregon BankPAC Trustees
        • Technology Roundtable
        • Trust & Wealth Management Roundtable
    • Member Login
    • Publications
    • Peer Groups >
      • Peer Group Summit
      • Join a Peer Group
      • Meeting Calendar
      • Financial Institutions Security Task Force
    • Society of Bank Executives
    • Banking Careers >
      • Interested in a Career in Banking?
      • Find qualified candidates
      • BankTalentHQ Job Board
    • Award Programs >
      • Community Applause Award
      • Oregon Bankers Hall of Fame
      • Frank E. Brawner Advocacy Award
      • Linda W. Navarro Trailblazer Award
      • OBA Presidential Award
    • Bank Alumni
    • Behind the Banker
  • Marketplace
    • Synergy Endorsed Business Partners >
      • ODP Employee Discount Program
    • Associate Members >
      • Become an Associate Member
    • Industry Insights
    • Advertising & Partnerships
  • Community Resources
    • Helpful Links >
      • Find an Oregon Bank Near You
    • Career Center
    • Small Business Resource Center
    • Access & Inclusion
    • Preventing Elder Financial Exploitation
    • Financial Education Resource Guide
    • Cornerstones of Our Communities
    • Community Bank Week
  • Foundation
    • Donate
    • Financial Education Resource Guide
    • Internship Program
    • Scholarships
    • Supporters
    • University Partnerships