BOSTON – March 15, 2021 – Jody King, VP and Director of Wealth Planning, was named a Five Star Professional in the March 2021 issue of Boston Magazine.
The Five Star Professional Award in wealth management recognizes professionals who provide outstanding service in their field. This is the sixth consecutive year Ms. King has received the award.
In her role as Fiduciary Trust’s Director of Wealth Planning, Ms. King focuses on developing integrated, customized wealth plans for high-net-worth clients, foundations, and nonprofits, helping clients articulate their goals and values. Alongside her exceptional personal service, she is a thought leader in wealth planning, producing insights to further guide clients through major financial decisions in their lives.
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 Estate Planning Council, the Massachusetts and New Hampshire Society of CPAs, the Institute for Divorce Financial Analysts and the American Academy of Attorney-CPAs. She is a member of the Board of Trustees for Doane University, has 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 school’s Finance and Investment Committee.
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% annual client retention rate.
For additional information about Fiduciary’s services, please visit www.fiduciary-trust.com, or contact Rick Tyson at 617-292-6799 or firstname.lastname@example.org.