Loring, Wolcott & Coolidge
Kerri Moore, J.D., CTFA, is a skilled legal professional with extensive experience in trust and estate matters. Currently serving as Trust Counsel and Trust Advisor at Loring, Wolcott & Coolidge Trust, LLC since September 2016, Kerri has held various roles including Trust Administrator and Assistant Estate Administrator. Prior experience includes an associate position at Tevnan & Tevnan, where Kerri managed probate and estate planning matters, and roles as a law clerk and intern at various legal firms and courts, focusing on legal research, drafting legal documents, and assisting in court proceedings. Kerri holds a Juris Doctor from the Maurice A. Deane School of Law at Hofstra University and a Bachelor's Degree in Criminology and Business Administration from Stonehill College.
Loring, Wolcott & Coolidge
At Loring, Wolcott & Coolidge, we all share a common goal: to provide wealth management solutions based on a clear understanding of each client's goals, priorities and values. We work closely with our clients to address their needs, including: combating the erosive effect of inflation and taxation; maximizing their financial legacy for future generations; comprehensive, long-term financial planning; assistance with routine financial matters; and guidance for philanthropic pursuits. Loring, Wolcott & Coolidge meets these diverse needs with an array of integrated services. The breadth of expertise within our firm enables us to provide solutions for a range of individual challenges and circumstances. At Loring, Wolcott & Coolidge, every service we provide is focused on helping clients pursue their long-term objectives with confidence.