BOSTON – February 12, 2020 – Jody King, VP and Director of Financial Planning, was named a Five Star Professional in the February 2020 issue of Boston Magazine.
The Five Star Professional Award in wealth management recognizes professionals who provide outstanding service in their field. This is the fifth consecutive 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, an Accredited Estate 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 served 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, Ms. King focuses on developing integrated, customized wealth plans for high-net-worth clients, foundations, and nonprofits, helping clients identify their goals and values. Alongside her exceptional personal service, Ms. King is a thought leader in financial planning, producing insights to further guide clients through major financial decisions in their lives.
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’s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services.
Fiduciary Trust has been named “Best Wealth Manager” by Massachusetts Lawyers Weekly readers and “Best Independent Trust Company” by Family Wealth Report.
Founded in 1885 as a family office, Fiduciary 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 over a decade.
Emily Stoermer, 617-391-0801