Loring, Wolcott & Coolidge
Stephanie Catule has a diverse background in finance and auditing, currently serving as an Internal Auditor at Loring, Wolcott & Coolidge Trust, LLC since January 2018. Simultaneously, Stephanie has held the position of Billing Specialist and completed an internship at Loring, Wolcott & Coolidge since July 2012. In addition to these roles, Stephanie has been the Secretary at Most Beautiful Future since February 2010 and worked as an Activities Coordinator at Ellis Nursing and Rehabilitation from November 2011 to May 2013. Stephanie holds a Bachelor of Business Administration in Global Business and Finance from Suffolk University, completed in 2013, and is a graduate of Milton High School, Class of 2009.
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.