Spearheading innovation in financial planning is the focus for a new senior hire at Fiduciary Trust International.
Former BNY Mellon senior wealth strategist Edward J. Mooney joins the Franklin Templeton subsidiary as managing director and financial planning director with 30 years of industry experience focusing on high-net-worth individuals and families.
“I’m honored to join the team at Fiduciary Trust International and contribute to the legacy of a firm deeply rooted in familial values and committed to safeguarding and enhancing our clients’ wealth through generations,” said Mooney. “Together, we will continue to deliver personalized, comprehensive financial planning solutions tailored to the unique needs of our clients, ensuring their financial well-being for generations to come.”
The firm has around $102 billion in assets under management and recently added two veteran industry leaders in its Radnor, Pennsylvania office. Last year it expanded its footprint to West Palm Beach, dubbed ‘Wall Street South’, to offer its services to the growing South Florida population of high-net-worth individuals and families.
Leslie Gillin Bohner, chief fiduciary officer of Fiduciary Trust International, said that the latest hire is a great addition to the team and complements the firm’s mission to deliver exceptional solutions for its clients.
“With [Ed’s] expertise spanning investments, wealth succession, estate and tax planning, and charitable structures, he will drive our financial planning initiatives to set new industry standards and elevate our client experience,” she said.
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