Jody King Email & Phone Number
Director of Wealth Planning @ Fiduciary Trust Company
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Jody King Location
- Boston, MA, US
Jody King Work
- Director of Wealth Planning @ (June 2005 - Present)
- Director @ NorthStar Advisors (January 2001 - June 2005)
- Senior Manager @ (June 1993 - December 2000)
Jody King Education
- New England Law | Boston
Juris Doctor (J.D.)
- Doane University
Bachelor's Degree (Accounting and Psychology)
- Kansas State University
Master's Certificate in Financial Therapy
2026
Jody King Skills
- Alternative Investments
- Portfolio Management
- Investments
- Investment Management
- Mutual Funds
- Personal Finance
- International Tax
- High Net Worth Individuals
- Wealth Management
- Tax
- Income Tax
- Securities
- Retirement Planning
- Strategic Financial Planning
- Trust Management
- Asset Management
- Estate Planning
- Finance
- Management
- Financial Planning
Jody King Summary
- Jody King, based in Boston, MA, US, is currently a Director of Wealth Planning at Fiduciary Trust Company. Jody King brings experience from previous roles at NorthStar Advisors and Ernst & Young. Jody King holds a Juris Doctor (J.D.) @ New England Law | Boston. With a robust skill set that includes Alternative Investments, Portfolio Management, Investments, Investment Management, Mutual Funds and more. Jody King has 1 emails and 1 mobile phone numbers on RocketReach.
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