Sierra Rosen is vice president and trust consultant for Raymond James Trust, serving the Northeast Region. In this role, she partners with financial advisors and their clients to deliver comprehensive trust solutions, crafting strategies aligned with each client’s long-term goals and values.

Sierra joined Raymond James in 2025 after spending more than 15 years working with high-net-worth donors to maximize their philanthropic impact, using tax efficient strategies at high impact organizations. These institutions include Harvard Business School, Brown University, Northeastern University, Wellesley College and Boston Children’s Hospital.

With a Juris Doctor and a Master of Science in taxation, Sierra brings a deep understanding of complex tax and legal considerations to every conversation. She is an active member of the Massachusetts Bar.