Bringing you live news and features since 2006 

Fiduciary Trust expands financial planning team


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.”

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by