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.

Loring, Wolcott & Coolidge

David Boit

Joseph Wall

David Jammalo

Andrew Hickey

Katherine Allen

Jessica Benjamin

Barry Livermore

Alison Newcomb

Jamie Ghaffar

Thomas Francione Ctfa, Aep®

Lindsay Schmidt

Lauren E. Thompson (Jones)

Charlie Schmidt

The Leadership Team at Loring, Wolcott & Coolidge is responsible for setting the strategic direction of the company, ensuring regulatory compliance, overseeing the firm's information technology infrastructure, and providing legal guidance. This team works collaboratively to uphold the company's commitment to delivering personalized wealth management solutions and maintaining high standards of client service and trust.

Leadership Team

Fiduciary Services

Finance and Tax Team

Investment Operations

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Leadership Team

About

Team members

Other teams at Loring, Wolcott & Coolidge

Fiduciary Services

Finance and Tax Team

Investment Operations

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Leadership Team

About

Team members

Other teams at Loring, Wolcott & Coolidge

Fiduciary Services

Finance and Tax Team

Investment Operations

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