Hanover, MA (September 9, 2021) - Rockland Trust’s Investment Management Group (IMG) recently appointed Frank McNamara, CIMA®, CLTC® as Vice President and Financial Consultant for the Bank’s Wealth Management Services. He will primarily serve clients in Greater Boston.
Frank brings nearly 20 years of experience working in the financial services industry. As a Financial Consultant, he is responsible for evaluating client needs and goals to develop customized, long-term strategies to help build and protect their wealth. Frank is a Certified Investment Management Analyst (CIMA®) and a Certified Long-term Care Consultant (CLTC®). He also holds the Series 7 and 66 securities registrations, as well as Massachusetts Life, Accident, and Health licenses.
“Frank’s roots in the Greater Boston area combined with his expertise in financial services will be instrumental as we continue to grow and service our clients.,” said David B. Smith, CFA, Managing Director and Chief Investment Officer at Rockland Trust. “Frank aligns well with Rockland Trust’s commitment to our communities and will bring his extensive experience working with clients to help reach their goals. We’re thrilled to welcome him to the IMG team.”
Before joining Rockland Trust, Frank spent 15 years as an external wholesaler for a number of firms, including WealthVest, Foresters Financial, Cohen & Steers, and Turner Investments, LLC.
A graduate of the University of Massaachusetts Amherst, Frank received a Bachelors of Arts in Economics. He grew up in Quincy, MA, and in 2012 was inducted into the Quincy/North Quincy Football Hall of Fame. Frank is a lifelong Boston sports fan and coaches little league baseball. He resides on the South Shore with his wife and three children.
