Fiduciary Trust International Continues Expanding Office in Washington, DC, Welcoming Julio A. Lacayo and Emily Morris, CFP® as Wealth Directors
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,
“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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