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Jody King Location
Boston, MA, US
Jody King Work
2005 -now Director of Wealth Planning @
2001 -2005 Director @ NorthStar Advisors
1993 -2000 Senior Manager @
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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