Focus Area

As the leader of Fiduciary Trust Company’s wealth 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.

Experience

Jody has previously served in the roles of Vice President & Investment Officer, and Vice President & Director of Client Services at Fiduciary Trust. Prior to joining Fiduciary in 2005, she was a Director at Northstar Advisors, LLC, a multi-family office focused on complex, multi-generational families. Before that, she was a Senior Manager in Ernst & Young LLP’s Personal Financial Counseling group.

Thought Leadership

Changing Your Domicile
Roth Conversions: Is Now the Time?
Wealth Planning: Is your Financial House in Order?
Identity Theft: What You Don't Know Can Harm You
Elder Care: Planning Considerations
New Tax Law: Wealth Planning Considerations
Memory Loss – Remember…to Plan
Understanding Long Term Care Insurance
Financial Conversations with Family
Ten Items to Consider When Turning 18
Paying for College
Getting Married: Financial Considerations

Community Involvement

Beverly Education Foundation – former Treasurer
Doane University – Board of Trustees
Glen Urquhart School – Board of Trustees and former President of the Board

Personal

Jody enjoys a day at the beach and spending time with her husband and their two sons.