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Fiduciary Trust expands financial planning team

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Fiduciary Trust Company, an advisor and investment management firm for high-net-worth individuals and nonprofits, has promoted Jody R King to the newly-created position of Vice President and Director of Financial Planning.

The move is part of the firm’s expansion of its wealth planning capabilities, which integrate financial and estate planning.
 
King previously served as Vice President and Director of Client Services and has been with Fiduciary Trust for 13 years. Her professional designations and degrees include Juris Doctor, Certified Public Accountant, Accredited Estate Planner, Registered Life Planner, and Certified Divorce Financial Analyst.
 
“Wealth planning is a critical component of Fiduciary Trust’s value proposition to clients,” says Austin V Shapard, President & CEO of Fiduciary Trust. “Jody will lead our financial planning team and partner with our experienced trust, tax and estate planning lawyers led by our Chief Fiduciary Officer, Stacy Mullaney, to provide comprehensive wealth planning to our clients. Jody’s deep expertise in all aspects of wealth planning, as well as experience in serving clients makes her especially well-suited for this important role.”

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