BOSTON – March 21, 2023 – Fiduciary Trust Company is pleased to announce that Vice President and Director of Wealth Planning Jody King, JD, CPA, and Vice President and Trust Counsel Thanda Fields Brassard, JD, were recognized by Boston Magazine as Five Star Professionals.
The 2023 Five Star Professional Award recognizes exceptional service providers in the wealth management field who provide quality service to their clients. This is the eighth consecutive year that King has received the award, and the fourth year that Brassard has been recognized.
As Fiduciary’s Director of Wealth Planning, Jody King focuses on developing integrated and comprehensive wealth plans for high-net-worth clients as well as financial plans for nonprofits. Ms. King’s exceptional personal service is complimented by her wealth planning thought leadership pieces and insights that help guide clients through major financial decisions in their lives and articulate their goals and values.
King is also 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. In addition, she is a member of the Boston Estate Planning Council, the Massachusetts Society of CPAs, the Institute for Divorce Financial Analysts, and the American Academy of Attorney-CPAs. Jody is also active in the community, serving as secretary of the Board of Trustees for Doane University, has been a member of the Board of Directors for the Beverly Education Foundation, and is a former President of the Board of Trustees of Glen Urquhart School, where she has rejoined its Board of Trustees and serves as its treasurer.
At Fiduciary, Thanda Fields Brassard advises individuals and families on their estate and tax planning needs. Her expertise in estate settlement and trust administration helps provide exceptional service for clients and prioritize their individual needs.
In addition to her role as VP and Trust Counsel at Fiduciary Trust Company, Ms. Brassard is the General Counsel of Fiduciary Trust’s New Hampshire affiliate, Fiduciary Trust of New England (FTNE). She also serves as Chair of FTNE’s Trust Committee and as a member of its board. Ms. Brassard is a member of the American, Massachusetts, and New Hampshire Bar Associations, as well as the Boston and New Hampshire Estate Planning Councils, and the Asian American Lawyers Association of Massachusetts. She is a trustee of The Baker Center for Children and President and Trustee of the Frederick E. Weber Charities Corporation.
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.
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% average annual client retention rate for over a decade.