As the leader of Fiduciary Trust Company’s financial planning practice, Jody focuses on developing customized wealth plans for clients that integrate all aspects of estate and financial planning. She prides herself on being an active listener which helps clients identify their true goals and serves as a foundation for all of their planning. Jody is licensed as a Certified Public Accountant and attorney in Massachusetts, an Accredited Estate Planner®, a Registered Life Planner®, and a Certified Divorce Financial Analyst®. Prior to joining Fiduciary, Jody was a Director at Northstar Advisors LLC and a Senior Manager in Ernst & Young LLP's Personal Financial Counseling group. She holds a BA from Doane University and a JD from New England Law.
