Thomas Francione, Ctfa, Aep®, Atfa Email and Phone Number
Thomas Francione, Ctfa, Aep®, Atfa work email
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Thomas Francione, Ctfa, Aep®, Atfa personal email
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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.
Loring, Wolcott & Coolidge Trust, Llc
View- Website:
- lwcotrust.com
- Employees:
- 100
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Head Of Fiduciary ServicesLoring, Wolcott & Coolidge Trust, Llc Nov 2021 - PresentAs the Head of Fiduciary Services at LWC, I am responsible for providing vision, leadership, and direction for one of our biggest departments. -
Manager Of Trust & Estate AdministrationLoring, Wolcott & Coolidge Trust, Llc May 2016 - Nov 2021Greater Boston Area -
Team Leader (Trust & Estate Administration Group)Loring, Wolcott & Coolidge Nov 2014 - May 2016Boston, Ma -
Trust AdvisorLoring, Wolcott & Coolidge Trust, Llc Nov 2009 - May 2016Boston, Massachusetts, United States -
Senior Trust AdministratorWilmerhale Jul 2007 - Oct 2009Greater Boston Area -
Trust AdministratorWachovia Corp Jul 2005 - Jul 2007Greater New York City Area -
Trust AssociateWachovia Corp Aug 2004 - Jun 2005Greater New York City Area -
Associate Trust OfficerMerrill Lynch May 2003 - Jul 2004Greater New York City Area
Thomas Francione, Ctfa, Aep®, Atfa Skills
Thomas Francione, Ctfa, Aep®, Atfa Education Details
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Trust And Investment Management
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.
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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.
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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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