As Director of Trust Administration at Goulston & Storrs, Toni Brogna assists in the oversight of more than $4.0 billion in trust assets for high net worth individuals and family office clients. Toni brings more than 20 years of experience to the firm, and works in collaboration with attorneys in the Private Client & Trust Group, as well as the Senior Director of Fiduciary Services, to implement trust, estate, and financial plans, as well as investment and asset allocation strategies.
Prior to joining Goulston & Storrs, Toni was the Director of Trust and Estate Services at a prominent law firm in Central Massachusetts. She has also held senior management and trust leadership roles at two Am 200 global law firms.
Toni is an active member of the Boston Estate Planning Council where she has served on various committees and currently serves on the Leadership Development Committee. She is a Certified Trust and Financial Advisor (CTFA), and an Accredited Estate Planner® (AEP®), certified by the National Association of Estate Planners & Councils.
*Toni Brogna is not a practicing attorney.
- Boston Estate Planning Council
- Institute of Certified Bankers
- Cannon Financial Institute Trust School
- Northeastern University (B.S., summa cum laude)