Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilbert? Claim Your ProfileGilbert Morgan Roddy is a financial advisor registered with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP. Gilbert has been with the firm since July 1985. Loring, Wolcott & Coolidge Fiduciary Advisors, LLP primarily manages fiduciary (trust) accounts. The firm provides custody and administration services for accounts on which partners serve as trustees or investment advisors. Gilbert is also a director of Hollingsworth & Vose Company and the Treasurer of McCrillis Land Association. Gilbert specializes in providing financial advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
05/29/2002 - Present
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP (BOSTON MA)
Active
Inactive
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