Toni works with investment advisors and with family office clients to provide comprehensive wealth management and trust administration services. Given each client’s unique financial situation and specific needs, she works not only with investment advisors but also with other members (both internal and external) of the overall client team as part of a customized strategy. She believes that Fiduciary Trust offers a unique and distinct service model tailored to each client’s needs and one that is hard to find elsewhere.
Prior to joining Fiduciary, Toni served as Director of Trust Administration at Goulston & Storrs. Toni also served as Director of Trust & Estate Services at Fletcher Tilton in Worcester and as a Trust Advisor at Choate Hall & Stewart in Boston. Earlier in her career, Toni served in various trust administration roles at Wilmer Hale and Ropes & Gray.
Outside of work, Toni lives in Stoneham, MA where she is getting used to being an empty nester. Fortunately, her two adult children visit often! She enjoys cooking elaborate meals and spending time with family and friends. Toni loves live musicals and attends just about every musical that comes to the Boston Opera House.