Loring, Wolcott & Coolidge
Sarah McNeil is a skilled professional with experience in fiduciary administration and trust functions, currently serving as a Fiduciary Administrator at Loring, Wolcott & Coolidge Trust, LLC since July 2019. In this role, Sarah McNeil assists with account closures, incoming assets, and Trustee appointments, while also contributing to process development and implementation. Prior experience includes a position as Trustee Assistant at Fragomen and roles in administration at Suffolk University, where Sarah McNeil earned a Bachelor's degree in Government and Legal Studies in 2015, complemented by an internship with the Martha Coakley Campaign for Governor.
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.