Toni Puopolo Brogna is Director of Trust and Estate Services at the firm. In her role, Ms. Brogna oversees all aspects of trust, estate and tax services, and administration. She is a Certified Trust and Financial Advisor (CTFA), a Certified IRA Specialist (CIS II), and has spent many years working as trusts and services professional. Additionally, Ms. Brogna has been an active member of a number of local organizations, including the Estate & Business Planning Council of Worcester County.
Ms. Brogna earned her Bachelor’s in Business Management and Leadership from Northeastern University. She is a graduate of Cannon Financial Institute Trust School. Ms. Brogna attained designation as a Certified Trust and Financial Advisor (CTFA) from the American Bankers Association. A long-time trust services professional, Ms. Brogna joined the firm in 2018 after serving as a Senior Trust Advisor for a prominent Boston law firm.
Education & Certifications
- Northeastern University, Bachelor’s Degree in Business Management & Leadership, summa cum laude
- Cannon Financial Institute Trust School graduate
- Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association
- Boston University, Financial Planning
- Certified IRA Specialist (CIS II)
Ms. Brogna is a member of the Boston Estate Planning Council where she has served on the Women’s Initiative Committee, the Annual Gala Committee, and the Membership Committee. She is also a member of the Estate & Business Planning Council of Worcester County and the Institute of Certified Bankers, and a Leadership Development Committee Member, Boston Estate Planning Council.