As Co-Head of the Planning Group, Laly shares responsibility for the strategic direction and delivery of the financial and estate planning services of the firm. She and her team work directly with clients to gather pertinent data and create strategic paths to reach their short and long term objectives. Laly has helped guide high net worth individuals, foundations and non-profits for over 30 years. Prior to joining Chevy Chase Trust, Laly held a similar position at Citi Private Bank where she was a Director responsible for financial planning. Previously, Laly was a Managing Director at U.S. Trust Company where she oversaw all aspects of planning in the Washington metropolitan area. From 19