BOSTON – March 17, 2022 – 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 as Five Star Professionals in the March 2022 issue of Boston Magazine.
The Five Star Professional Award recognizes professionals who provide exceptional service in the wealth management field. This is the seventh consecutive year that King has received the award and the third year that Brassard has been recognized.
In her role as Fiduciary Trust’s Director of Wealth Planning, Jody 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. In addition, 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 former President of the Board of Trustees of Glen Urquhart School, where she has rejoined its Board of Trustees.
At Fiduciary Trust, Thanda Fields Brassard focuses on advising individuals and families on their estate and tax planning needs, with a special expertise in estate settlement and trust administration.
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. 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 Judge Baker Children’s Center 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.