BOSTON – Nov. 4, 2020 – We are excited to announce that Custody Account Manager Tessa A. Davis has been named a Family Wealth Alliance 2020 Young Professionals Awards winner. The FWA Young Professionals Awards honor the industry’s rising stars who have demonstrated success in their careers and made significant contributions to the industry.
“Tessa’s drive to seek and develop solutions for our clients is exemplary of the superior service and flexibility that distinguish our custody offering,” said Fiduciary Trust Head of Custody Scott Sumner.
Congratulations to Tessa and all the 2020 FWA Young Professionals Awards honorees!
To learn more about our custody services, please visit www.fidtrustco.com/custody.
About Fiduciary Trust Company
Fiduciary Trust is a privately owned wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary Trust’s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Our custody services are distinguished by superior service and flexibility that are not typically available at today’s large providers.
Fiduciary Trust has been named “Best Independent Trust Company” by Family Wealth Report and a Most Advisor-Friendly Trust Company by Wealth Advisor
Founded in 1885 as a family office, Fiduciary Trust takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients’ best interests. The firm’s client focus has enabled it to achieve a 98% annual client retention rate.
For additional information about Fiduciary Trust’s services, please visit www.fiduciary-trust.com, or contact Rick Tyson at 617-292-6799 or tyson@fiduciary-trust.com.