Thomas Francione Ctfa, Aep®

Thomas Francione, CTFA, AEP®, has a comprehensive work experience in the financial industry. Thomas is currently the Head of Fiduciary Services at Loring, Wolcott & Coolidge Trust, LLC, a position they assumed in November 2021. Prior to this, they served as the Manager of Trust & Estate Administration at the same company from May 2016 to November 2021. Before that, Thomas was the Team Leader in the Trust & Estate Administration Group from November 2014 to May 2016 and worked as a Trust Advisor from November 2009 to May 2016.

Thomas began their career as a Senior Trust Administrator at WilmerHale in July 2007, where they served until October 2009. Thomas then worked as a Trust Administrator and later as a Trust Associate at Wachovia Corp from August 2004 to July 2007. Thomas started their professional journey as an Associate Trust Officer at Merrill Lynch in May 2003, where they worked until July 2004.

With a strong background in trust and estate administration, Thomas Francione possesses a wealth of experience in providing fiduciary services and managing trust accounts.

Thomas Francione, CTFA, AEP®, began their education journey in 1998 when they enrolled at Campbell University. Thomas pursued a Bachelor of Business Administration (BBA) degree with a focus on Trust and Investment Management. Thomas successfully completed their undergraduate studies in 2003.

Following their undergraduate degree, Thomas Francione furthered their education by pursuing a Master of Business Administration (MBA) from Campbell University's Lundy-Fetterman School of Business in 2003.

In addition to their academic qualifications, Thomas Francione obtained certifications to enhance their professional expertise. In 2005, they became a Certified Trust and Financial Advisor (CTFA) through the American Bankers Association. This certification showcases their knowledge and skills in trust and financial advisory services.

To further strengthen their professional profile, Thomas Francione earned the Accredited Estate Planner (AEP®) certification from the National Association of Estate Planners & Councils (NAEPC) in July 2018.

Overall, Thomas Francione, CTFA, AEP®, has a solid educational background in the fields of trust and investment management, supported by their BBA in Trust and Investment Management and an MBA from Campbell University. Additionally, their professional certifications as a CTFA and AEP® demonstrate their commitment to staying updated in their industry and providing expert services to their clients.