WASHINGTON–(BUSINESS WIRE)–Nov 16, 2021–
Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, announces that Julio A. Lacayo and Emily Morris, CFP ® have joined the firm as wealth directors based in its Washington, DC office.
“We continue to strengthen our capabilities and expertise for meeting the evolving needs of our clients in Washington, DC and the surrounding region,” said Miles Powell, regional managing director and senior relationship manager for Fiduciary Trust International in the Washington, DC area. “Julio and Emily have fostered deep relationships founded on trust and understanding with high-net-worth clients in the DC Metro area, and we look forward to working with them to bring financial peace of mind to more families in and around the DC region.”
Throughout their wealth management careers, Mr. Lacayo and Ms. Morris have worked closely with clients to implement holistic financial plans that address their needs and goals.
Mr. Lacayo joins Fiduciary Trust International from Truist, where he served as senior vice president and client advisor. Previously, he was a senior vice president and private client advisor for US Trust.
Ms. Morris, a Certified Financial Planner ™, comes to Fiduciary Trust International from Steigerwald, Gordon & Koch in Leesburg, VA, where she was a financial planner. She also served as communications officer at Evermay Wealth Management in Arlington, VA.
“The expectation of higher taxes is among the chief concerns of clients, including those with family members, residences, businesses, or assets in other countries,” said Gene Todd, executive vice president and head of regional markets at Fiduciary Trust International. “Julio, Emily, and our DC team are well-versed in harnessing a broad suite of wealth transfer and investment management solutions and strategies for helping meet clients’ evolving needs and often complex challenges.”
Mr. Lacayo is a member of the executive committee at the Latino Student Fund, a nonprofit organization which seeks to improve access to education for underrepresented students in Washington, DC. He was also a member of the Greater Washington Hispanic Chamber of Commerce’s board of directors. Mr. Lacayo earned his MBA from the McDonough School of Business at Georgetown University and a BA in economics from Allegheny College.
Prior to beginning her career in wealth management, Ms. Morris was a certified strength and conditioning specialist and is a former member of the USA National Women’s Hockey Team. Ms. Morris graduated from the University of Wisconsin-Madison, where she was captain of the women’s ice hockey team, with a BA in communication science and rhetorical studies.
Fiduciary Trust International remains committed to serving clients in Washington, DC, and the broader Mid-Atlantic region. The firm welcomed Mr. Powell in January 2021. In August 2021, Fiduciary Trust International announced that Taylor Custis had joined as trust counsel and senior relationship manager focused on working with teams and clients in the Mid-Atlantic market.
About Fiduciary Trust International
Fiduciary Trust International, a global wealth management firm headquartered in New York, NY, has served individuals, families, endowments and foundations since 1931. With over $98 billion in assets under management and administration as of September 31, 2021, the firm specializes in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. The New York-based firm and its subsidiaries maintain offices in Coral Gables, FL, Boca Raton, FL, St. Petersburg, FL, Radnor, PA, Lincoln, MA, Los Angeles, CA, San Mateo, CA, San Francisco, CA, Washington, DC, Wilmington, DE, and Reston, VA. For more information, please visit fiduciarytrust.com, and for the latest updates, follow Fiduciary Trust International on LinkedIn and Twitter: @FiduciaryTrust.
About Franklin Templeton
Franklin Resources, Inc. [NYSE: BEN], is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 165 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company brings extensive capabilities in equity, fixed income, multi-asset solutions and alternatives. With offices in more than 30 countries and approximately 1,300 investment professionals, the California-based company has over 70 years of investment experience and over $1.5 trillion in assets under management as of October 31, 2021. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.
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SOURCE: Fiduciary Trust International
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PUB: 11/16/2021 09:51 AM/DISC: 11/16/2021 09:51 AM