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Loring, Wolcott & Coolidge Trust, LLC

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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.

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Loring, Wolcott & Coolidge Trust, LLC's headquarter address
Line 1: 230 congress street, boston, massachusetts, united states
Line 2: 230 Congress Street
Loring, Wolcott & Coolidge Trust, LLC's industries
financial services
Loring, Wolcott & Coolidge Trust, LLC's technology
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People working at Loring, Wolcott & Coolidge Trust, LLC
JW
James Wylie
Head of Information Technology
Boston, Massachusetts, United States
ED
Eli Dalven
Impact Investing & Governance Specialist
Boston, Massachusetts, United States
EB
Elizabeth Baggett
HR Recruiting Consultant
Boston, Massachusetts, United States
JB
Jessica Benjamin
Head of the Sustainability Group
Boston, Massachusetts, United States
AN
Alison Newcomb
Head of Investment Operations
Boston, Massachusetts, United States
LT
Lauren E. (Jones) Thompson
Head of Tax
Boston, Massachusetts, United States
JM
Joshua McCourt
Research Analyst
Boston, Massachusetts, United States
DC
David C.
Partner & Trustee
Boston, Massachusetts, United States
MW
Melissa R. Welch
Head Of Human Resources
Boston, Massachusetts, United States
JL
James Landor
Trust Advisor
Boston, Massachusetts, United States
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