Renee Q. Boyd, J.D., CFP®
Estate Planning, Elder Law, Asset Protection
Ms. Boyd partners with clients in the firm’s busy estate planning department to address all aspects of estate planning, including the initial drafting of wills, trusts, advance directives, and powers of attorney, as well as the continued revision and updates of those documents as changes occur in the laws and their lives. During the estate planning process she helps educate clients and provide them a comprehensive client experience throughout. Ms. Boyd’s past work as a Certified Financial Planner® enables her to offer a unique perspective in working with clients during the estate planning process and she draws from her experience in helping clients achieve their financial planning goals.
J.D., University of Baltimore School of Law
MBA, Loyola University – Baltimore
BS, Towson University
BAR AND COURT ADMISSIONS
American Bar Association; Howard County Bar Association; Maryland Bar Association
During law school, Ms. Boyd began her work in law as a Family Law Attorney Extern with the Law Offices of Juliet Fisher. During this experience she developed skills in the areas of client counseling, preparation of motions and briefs, legal research and strategy planning. After that initial experience she transitioned to the Orphans’ Court of Baltimore County where she worked as a judicial assistant and oversaw the Mediation Program which strived to bring successful resolution to estate administration disputes through discuss rather than litigation. At that same time she also provided research and administrative support to three probate court judges.
Ms. Boyd’s prior professional experience tells a story of successful client relationship and business development in the financial services arena spanning over 20 years. As Director of Strategic Services and the College Savings Plan Business at T. Rowe Price, she oversaw and managed multiple enterprise-wide strategic initiatives designed to enhance growth, profitability, and overall client satisfaction for both internal and external clients. Her focus on creating a strategy and business plan for 529 College Savings Plans helped create and deepen countless client relationships.
As a Managing Consultant and Program Manager at BridgePoint Group, she planned and led Financial Services clients projects in the area of employee benefits to ensure business goals were achieved. She also fulfilled the roles of coach, motivator and leader as she developed proposals for projects, and performed risk analysis and managed change control.
PROFESSIONAL ACTIVITIES, ACHIEVEMENTS, AND HONORS
- University of Baltimore Law Forum, Staff Editor
- Royal Graham Shannonhouse III Honor Society – Distinguished Scholar
- Certified Financial Planner®
- Graduate of the Greater Baltimore Committee Leadership Program
- Serves or has served on the Board of Directors of Family & Children’s Services and the YMCA
- Volunteered with Gilchrist Hospice and Paul’s Place