Thomas Francione, Ctfa, Aep®, Atfa

Thomas Francione, Ctfa, Aep®, Atfa Email and Phone Number

Head of Fiduciary Services | Fiduciary Expertise & Risk Management | Preserving Legacies | Wealth Management, Estate Planning, & Fiduciary Services @ Loring, Wolcott & Coolidge Trust, LLC
boston, massachusetts, united states
Thomas Francione, Ctfa, Aep®, Atfa's Location
Boston, Massachusetts, United States, United States
Thomas Francione, Ctfa, Aep®, Atfa's Contact Details

Thomas Francione, Ctfa, Aep®, Atfa work email

Thomas Francione, Ctfa, Aep®, Atfa personal email

About Thomas Francione, Ctfa, Aep®, Atfa

Much to the dismay of my parents, I decided not to go to law school in 2002 and to pursue a career in Trusts & Estates instead - one of my best decisions. As a wide-eyed North Carolinian with a desire to go north, I moved to New York City right after college in 2003. I will always recall graduating from Campbell University on a Monday, flying to NYC on a Tuesday, and starting my first position as an Associate Trust Officer at Merrill Lynch on a Wednesday. Since that day, I've gone on to work for other amazing companies including Wachovia Trust, WilmerHale, and currently Loring, Wolcott & Coolidge. I joined LWC in 2009 and have had the opportunity to explore many sides of the family office dynamic during that time, a gift I am incredibly grateful for. In my current role, as the Head of Fiduciary Services, I oversee three significant groups within the firm (Trust Administration, Estate Settlement, and Administrative Services). During my time here, I'm very proud of the things I've accomplished including: - Starting and leading our Trust Administrative Committee- Implementing a tri-annual administrative review process for our irrevocable trusts- Implementing strong policies and procedures to increase efficiency and decrease the potential for errors- Forming our Administrative Services Team to provide administrative support to our busy team of Trust Advisors and Trust CounselsIn my free time, you can often find me spending time with my family, sitting by a pool, or pretending to play golf.

Thomas Francione, Ctfa, Aep®, Atfa's Current Company Details
Loring, Wolcott & Coolidge Trust, LLC

Loring, Wolcott & Coolidge Trust, Llc

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Head of Fiduciary Services | Fiduciary Expertise & Risk Management | Preserving Legacies | Wealth Management, Estate Planning, & Fiduciary Services
boston, massachusetts, united states
Website:
lwcotrust.com
Employees:
100
Thomas Francione, Ctfa, Aep®, Atfa Work Experience Details
  • Loring, Wolcott & Coolidge Trust, Llc
    Head Of Fiduciary Services
    Loring, Wolcott & Coolidge Trust, Llc Nov 2021 - Present
    As the Head of Fiduciary Services at LWC, I am responsible for providing vision, leadership, and direction for one of our biggest departments.
  • Loring, Wolcott & Coolidge Trust, Llc
    Manager Of Trust & Estate Administration
    Loring, Wolcott & Coolidge Trust, Llc May 2016 - Nov 2021
    Greater Boston Area
  • Loring, Wolcott & Coolidge
    Team Leader (Trust & Estate Administration Group)
    Loring, Wolcott & Coolidge Nov 2014 - May 2016
    Boston, Ma
  • Loring, Wolcott & Coolidge Trust, Llc
    Trust Advisor
    Loring, Wolcott & Coolidge Trust, Llc Nov 2009 - May 2016
    Boston, Massachusetts, United States
  • Wilmerhale
    Senior Trust Administrator
    Wilmerhale Jul 2007 - Oct 2009
    Greater Boston Area
  • Wachovia Corp
    Trust Administrator
    Wachovia Corp Jul 2005 - Jul 2007
    Greater New York City Area
  • Wachovia Corp
    Trust Associate
    Wachovia Corp Aug 2004 - Jun 2005
    Greater New York City Area
  • Merrill Lynch
    Associate Trust Officer
    Merrill Lynch May 2003 - Jul 2004
    Greater New York City Area

Thomas Francione, Ctfa, Aep®, Atfa Skills

Wealth Management Investments Estate Planning Investment Management Trusts Trust Services Wealth Management Services Asset Management High Net Worth Individuals Portfolio Management Securities Financial Services Risk Management Asset Allocation Financial Advisory Trust Management Investment Advisory Private Banking Asset Managment

Thomas Francione, Ctfa, Aep®, Atfa Education Details

Frequently Asked Questions about Thomas Francione, Ctfa, Aep®, Atfa

What company does Thomas Francione, Ctfa, Aep®, Atfa work for?

Thomas Francione, Ctfa, Aep®, Atfa works for Loring, Wolcott & Coolidge Trust, Llc

What is Thomas Francione, Ctfa, Aep®, Atfa's role at the current company?

Thomas Francione, Ctfa, Aep®, Atfa's current role is Head of Fiduciary Services | Fiduciary Expertise & Risk Management | Preserving Legacies | Wealth Management, Estate Planning, & Fiduciary Services.

What is Thomas Francione, Ctfa, Aep®, Atfa's email address?

Thomas Francione, Ctfa, Aep®, Atfa's email address is th****@****ail.com

What schools did Thomas Francione, Ctfa, Aep®, Atfa attend?

Thomas Francione, Ctfa, Aep®, Atfa attended Campbell University, Lundy-Fetterman School Of Business, Campbell University.

What are some of Thomas Francione, Ctfa, Aep®, Atfa's interests?

Thomas Francione, Ctfa, Aep®, Atfa has interest in Civil Rights And Social Action, Animal Welfare, Children, Politics.

What skills is Thomas Francione, Ctfa, Aep®, Atfa known for?

Thomas Francione, Ctfa, Aep®, Atfa has skills like Wealth Management, Investments, Estate Planning, Investment Management, Trusts, Trust Services, Wealth Management Services, Asset Management, High Net Worth Individuals, Portfolio Management, Securities, Financial Services.

Who are Thomas Francione, Ctfa, Aep®, Atfa's colleagues?

Thomas Francione, Ctfa, Aep®, Atfa's colleagues are Paul Helmuth, Cara Eliason, Kelsey Fitzpatrick, Lauren Norton, Eli Dalven, Kerri Moore, J.d., Ctfa, Ryan Carey.

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