Jody King, Vice President and Director of Financial Planning, was recognized as a Five Star Professional in the February 2019 issue of Boston Magazine.
The Five Star Professionals Award is based on research with peers, firms, and consumers, and goes to individuals who provide exceptional service in their respective fields. This is the fourth year Ms. King has received the award.
Ms. King is a licensed Certified Public Accountant, a member of the Massachusetts Bar, a Registered Life Planner, and a Certified Divorce Financial Analyst. She is also a member of the Boston and New Hampshire Estate Planning Councils, the Massachusetts and New Hampshire Society of CPAs, the Institute for Divorce Analysts and the American Academy of Attorney-CPAs. She serves on the Board of Directors for the Beverly Education Foundation, and is a past President of the Board of Trustees of Glen Urquhart School, where she continues to serve on the Board’s Investment Committee.
In her role as Fiduciary Trust’s Director of Financial Planning, Jody focuses on the integration of estate and financial planning with wealth management for high-net-worth clients, foundations and nonprofits. She prides herself on being an active listener, which helps clients identify their true goals and serves as a foundation for all of their planning.