Boston, MA – February 13, 2023 - Rockland Trust’s Investment Management Group (IMG) recently appointed Alexander Olson as Vice President and Financial Consultant. In this role, Olson will provide wealth management and financial planning insight for individuals and families, non-profits and businesses alike in the Greater Boston area.
With more than fifteen years of personal finance experience, Olson joins a team of specialists to help clients identify and work toward their unique financial goals. Prior to joining Rockland Trust, he was a wealth management advisor at KLR Wealth Management serving clients in the Boston area. Olson also previously worked at Washington Trust Company, Wilmington Trust, and US Trust in senior client advisory roles.
“Alex’s expertise in financial services will be instrumental as we continue to grow and service our clients in the Greater Boston communities,” said Jeffrey Smith, CFP®, Senior Vice President, Trust New Business Manager at IMG. “His dedication to building meaningful relationships with the clients he serves aligns well with Rockland Trust’s commitment to exceptional customer service. We are thrilled to welcome him to the IMG team.”
Olson received both his Bachelor of Arts in Business Administration with a minor in Economics Fordham University. He is an active member of trade and community organizations such as the Boston Estate Planning Council, Cambridge Community Foundation and Foundation for MetroWest. Olson resides in Andover with his wife and three children.
