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Jody King Jd Cpa Aep

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Jody King Jd Cpa Aep

Vice President & Director of Wealth Planning | Fiduciary Trust Company

Boston, Massachusetts, United States

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Jody King Jd Cpa Aep

Summary

Jody King is a seasoned financial professional with over two decades of experience specializing in wealth planning for high net worth individuals. As the Vice President and Director of Wealth Planning at Fiduciary Trust Company, Jody integrates estate and financial planning with wealth management, ensuring clients receive tailored strategies that align with their unique financial goals. Jody's expertise spans various areas including alternative investments, tax planning, and portfolio management. With a Juris Doctor degree and a background in accounting and psychology, Jody brings a comprehensive approach to financial advising. Jody has been recognized as a Boston Five Star Financial Services Professional from 2016 to 2023, highlighting a commitment to excellence in the field. Active in thought leadership, Jody frequently publishes insights on tax reforms and planning strategies. Residing in Boston, Massachusetts, Jody is well-versed in the intricacies of both local and international financial landscapes.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Consulting Experience

Jody King Jd Cpa Aep

Work Experience

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Vice President & Director of Wealth Planning at

Fiduciary Trust Company

June 2005 - Present

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Director at

Northstar Owners Rprsnttn

January 2001 - June 2005

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Senior Manager at

EY

June 1993 - December 2000

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Vice President and Director of Financial Planning at

Fiduciary Trust

Present

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Jody King Jd Cpa Aep

Education

New England Law | Boston, Juris Doctor (J.D.)

Doane University, Bachelor's Degree

Frequently Asked Questions about Jody King Jd Cpa Aep

What is Jody King Jd Cpa Aep email address?

Jody King Jd Cpa Aep's primary email address is ******@fiduciary-trust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jody King Jd Cpa Aep work for?

Jody King Jd Cpa Aep is a Vice President & Director of Wealth Planning at Fiduciary Trust Company, a company specializing in Monetary Authorities-Central Bank.

Where Jody King Jd Cpa Aep graduated from?

Jody King Jd Cpa Aep holds a degree in from New England Law | Boston.

How can I directly contact Jody King Jd Cpa Aep?

To contact Jody King Jd Cpa Aep directly, you can use the email address ******@fiduciary-trust.com. Complete contact information is available upon registration with Muraena.

Who is Jody King Jd Cpa Aep?

Jody King is a seasoned financial professional with over two decades of experience specializing in wealth planning for high net worth individuals. As the Vice President and Director of Wealth Planning at Fiduciary Trust Company, Jody integrates estate and financial planning with wealth management, ensuring clients receive tailored strategies that align with their unique financial goals. Jody's expertise spans various areas including alternative investments, tax planning, and portfolio management. With a Juris Doctor degree and a background in accounting and psychology, Jody brings a comprehensive approach to financial advising. Jody has been recognized as a Boston Five Star Financial Services Professional from 2016 to 2023, highlighting a commitment to excellence in the field. Active in thought leadership, Jody frequently publishes insights on tax reforms and planning strategies. Residing in Boston, Massachusetts, Jody is well-versed in the intricacies of both local and international financial landscapes.

Jody`s contact details

mail

******@fiduciary-trust.com

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