Thomas Monroe, J.D., Ctfa

Thomas Monroe, J.D., Ctfa Email and Phone Number

Entrepreneurship Network Board @ YPO
Reno, NV, US
Thomas Monroe, J.D., Ctfa's Location
Greater Reno Area, United States
Thomas Monroe, J.D., Ctfa's Contact Details

Thomas Monroe, J.D., Ctfa work email

Thomas Monroe, J.D., Ctfa personal email

About Thomas Monroe, J.D., Ctfa

I have the pleasure of providing professional trustee services with Laurel Trust Company. My focus is to offer a thoughtful and creative trustee choice for ultra high net worth families and individuals.Specialties: Tax Planning (Income, Estate/Gift, and GST), Trust Planning and Administration, Family Office, Philanthropic Strategies, Estate Planning, Financial Planning, Investment Planning, Fiduciary Responsibilities.I am admitted to practice law in the Commonwealth of Massachusetts.

Thomas Monroe, J.D., Ctfa's Current Company Details
YPO

Ypo

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Entrepreneurship Network Board
Reno, NV, US
Website:
ypo.org
Employees:
9675
Thomas Monroe, J.D., Ctfa Work Experience Details
  • Ypo
    Entrepreneurship Network Board
    Ypo
    Reno, Nv, Us
    View
  • Laurel Trust Company
    President And Board Director
    Laurel Trust Company Jul 2020 - Present
    Reno, Nevada, United States
    Laurel Trust Company provides trustee services for ultra high net worth clients that need a professional solution for the administration, management, and stewardship of assets.
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  • Laurel Trust Company
    Vice President And Board Director
    Laurel Trust Company Oct 2017 - Jun 2020
    Reno, Nevada Area
  • Ypo
    Member
    Ypo Jun 2024 - Present
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  • Loring, Wolcott & Coolidge Trust, Llc
    Assistant General Counsel
    Loring, Wolcott & Coolidge Trust, Llc Nov 2016 - Sep 2017
    Greater Boston Area
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  • Loring, Wolcott & Coolidge Trust, Llc
    Senior Trust Counsel
    Loring, Wolcott & Coolidge Trust, Llc Oct 2015 - Nov 2016
    Greater Boston Area
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  • Loring, Wolcott & Coolidge Trust, Llc
    Trust Counsel
    Loring, Wolcott & Coolidge Trust, Llc Jan 2013 - Oct 2015
    Greater Boston Area
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  • Loring, Wolcott & Coolidge Trust, Llc
    Senior Trust Administrator
    Loring, Wolcott & Coolidge Trust, Llc 2006 - 2012
    Greater Boston Area
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  • Burns & Levinson Llp
    Associate
    Burns & Levinson Llp 2005 - 2006
    Greater Boston Area
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  • K&L Gates
    Trusts & Estates Paralegal/Fiduciary Accountant
    K&L Gates 2000 - 2005
    Greater Boston Area
    View

Thomas Monroe, J.D., Ctfa Skills

Estate Planning Trusts Investments Tax Wealth Management Estate Tax Planning Strategic Financial Planning Wealth Financial Planning Securities High Net Worth Individuals Wealth Management Services Estate Law Investment Advisory Philanthropy Trust Services Asset Allocation Investment Management Personal Finance Fiduciary Services Alternative Investments Asset Management Retirement Planning Charity Governance Charitable Giving Strategies Stewardship Gift Tax Trust Management Ira's Probate Income Tax Charitable Trusts Charitable Gift Planning

Thomas Monroe, J.D., Ctfa Education Details

Frequently Asked Questions about Thomas Monroe, J.D., Ctfa

What company does Thomas Monroe, J.D., Ctfa work for?

Thomas Monroe, J.D., Ctfa works for Ypo

What is Thomas Monroe, J.D., Ctfa's role at the current company?

Thomas Monroe, J.D., Ctfa's current role is Entrepreneurship Network Board.

What is Thomas Monroe, J.D., Ctfa's email address?

Thomas Monroe, J.D., Ctfa's email address is tj****@****ail.com

What schools did Thomas Monroe, J.D., Ctfa attend?

Thomas Monroe, J.D., Ctfa attended Suffolk University Law School, Lunds Universitet, Bentley University, American Bankers Association - Graduate Trust School.

What are some of Thomas Monroe, J.D., Ctfa's interests?

Thomas Monroe, J.D., Ctfa has interest in Education, Arts And Culture.

What skills is Thomas Monroe, J.D., Ctfa known for?

Thomas Monroe, J.D., Ctfa has skills like Estate Planning, Trusts, Investments, Tax, Wealth Management, Estate Tax Planning, Strategic Financial Planning, Wealth, Financial Planning, Securities, High Net Worth Individuals, Wealth Management Services.

Who are Thomas Monroe, J.D., Ctfa's colleagues?

Thomas Monroe, J.D., Ctfa's colleagues are Erin Montague, Shawn O'neill, Sohaib Janjua, Connor Young, Maria Maravilla, Stacy Douyette, Alison Emery.

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