Meet the Team

All Services
All Locations

David B. Smith, CFA

Senior Vice President
Chief Investment Officer
Services Offered Financial Planner, Portfolio Manager, Financial Consultant, Chief Investment Officer, Retirement Plan Services
David Smith is the Chief Investment Officer and Senior Portfolio Manager at Rockland Trust and is responsible for the oversight and direction of the Investment Management Group. In this capacity, Mr. Smith is involved in performing research and setting investment policy, as well as managing client portfolios. He has worked in the investment management field since 1990. Prior to joining Rockland Trust, Mr. Smith was a founding partner, Senior Vice President and a Senior Portfolio Manager of Mellon Growth Advisors (MGA), a subsidiary of Mellon Financial Corporation where he was the lead portfolio manager for the MGA Small Cap Growth, MGA Small/Mid Cap Growth, and MGA Mid Cap Growth strategies. His experience also includes State Street Global Advisors (SSgA) where he led the US Small/Mid Cap Growth strategies in its Global Fundamental Strategies group, and managing director of real estate securities at the Tuckerman Group, a real estate subsidiary of SSgA. Mr. Smith holds a B.A. in Economics from the University of Massachusetts/Amherst and a M.S. in Finance from the Sawyer School of Management at Suffolk University. He is a CFA charterholder, a member of the CFA Institute, and the Boston Security Analysts Society. Mr. Smith serves on the SSgA Advisory Council, the Advisory Board for the Finance Programs at the Sawyer School of Management at Suffolk University, the Cardinal Cushing / St. Coletta's School Board of Directors and the South Shore Chamber Board.

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Contact: David
Location: Hanover
Phone: 781.982.6778
Email: David Smith
Connect on: LinkedIn

Damon Barglow, CFA, CFP®

Vice President & Portfolio Manager
Services Offered Portfolio Manager
Damon Barglow, CFA, CFP®, Vice President and Portfolio Manager, is responsible for managing client portfolios, performing securities research, and setting investment policy. Damon brings 19 years of financial services experience including 10 years as a Portfolio Manager to the Rockland Trust team. Damon holds a Masters in Finance from the Kellogg Graduate School of Management at Northwestern University. He is also a CFA charter holder and has received his designation as a Certified Financial Planner™. Prior to joining Rockland Trust, Damon was a Managing Director at Eastern Bank's Wealth Management division. Before Eastern, Damon was a Securities Analyst at Middleton & Company, a Boston based money management firm, and Vector Securities a Chicago based investment bank focused on the biopharmaceutical sector. Damon is a board member of the Boston Security Analysts Society (BSAS) and also a member of the CFA Institute and Boston Estate Planning Council.

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Contact: Damon
Location: Hanover
Phone: 781.982.6824  
Email: Damon Barglow  
Connect on: LinkedIn


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Wendy Barker

Senior Vice President & Senior Trust Officer
Services Offered Relationship Manager
Wendy Barker, as the Senior Trust Officer, manages the Client Service Team for Rockland Trust's Investment Management Group. This includes oversight of the trust administration, employee benefit, and estate settlement functions. She is also the Relationship Manager for client accounts in the Investment Management Group's Cape Cod office. Prior to joining Rockland Trust, Ms. Barker held the position of Vice President and Trust Administrative Officer for MNB Investment & Trust Group of The Milford National Bank, Milford, MA from 1995 to 2000 and with BayBank from 1988 to 1995. Ms. Barker's career also includes Trust Officer positions for State Street Bank and BankBoston. Ms. Barker is a graduate of the New England School of Banking at Williams College. She earned her B.A. degree from Elmira College in Elmira, New York and attended Trinity College, University of Dublin in Ireland. Ms. Barker is a member of the Norfolk and Plymouth Estate Planning Council and the Cape Cod Estate Planning Council.

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Contact: Wendy
Location: Osterville
Phone: 508.732.3371
Email: Wendy Barker
Connect on: LinkedIn

Douglas S. Butler, CFA, CFP®

Vice President & Director of Research
Services Offered Portfolio Manager
Doug Butler has worked in the investment management business since 1991. As the Director of Research, he is responsible for the equity research process and manages the research analyst team. Doug is also responsible for developing asset allocation models, selecting external investment managers, and developing new investment products. Prior to coming to Rockland Trust, Doug had a consulting business, specializing in mergers and acquisitions consulting for private manufacturing firms in the Chicago area. Prior to starting his own business, he worked for Sanford C. Bernstein as an Equity Portfolio Manager in their International Investment Management group. Doug is a CFA charterholder and has also received his designation as a Certified Financial Planner™. He is a member of the CFA Institute, the Boston Security Analysts Society, and the Williams Club. He also serves on the Finance Committee for the Town of Wakefield. Doug is a graduate of Trinity College.

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Contact: Doug
Location: Hanover
Phone: 781.982.6593
Email: Doug Butler
Connect on: LinkedIn


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Kathleen Callahan, CTFA

Vice President & Relationship Manager
Services Offered Relationship Manager
Kathleen Callahan has over twenty years of experience in trust administration, estate planning and new business development, and oversees personal account relationships for Rockland Trust's Investment Management Group. Prior to joining Rockland Trust in 2000, Ms. Callahan was a Relationship Manager and Vice President at the Fleet Private Clients Group in Boston and Hartford, Connecticut. Ms. Callahan is a cum laude graduate of Saint Joseph College and a graduate of the New England School of Banking at Williams College and the National Graduate Trust School at Northwestern University. She is a Certified Trust and Financial Advisor and a member of the Boston Estate Planning Council.

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Contact: Kathleen
Location: Hanover
Phone: 781.982.6777
Email: Kathleen.Callahan
Connect on: LinkedIn

Brian R. Callow, CFA

Vice President & Director of Fixed Income
Services Offered Portfolio Manager
Brian Callow has worked in the investment management industry since 1992. As a portfolio manager, Brian is responsible for managing client portfolios, performing asset allocation, securities analysis, and setting investment policy. Brian is also the Director of Fixed Income and is responsible for fixed income research, trading, quantitative analysis, and external manager selection for the fixed income sectors. Prior to joining Rockland Trust, Brian was a Vice President with Income Research & Management (IR&M), where he held the position of Senior Fixed Income Analyst. He was head of quantitative analysis and co-managed the convertible bond portfolios. Brian holds a B.A. in Finance from Florida State University and is a cum laude graduate of Babson College's Olin School of Business MBA program. He is a CFA charterholder and is a member of the CFA Institute and the Boston Security Analyst Society.

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Contact: Brian
Location: Hanover
Phone: 781.982.6777
Email: Brian Callow
Connect on: LinkedIn

Nancy K. Chisholm

Vice President & Financial Consultant
Services Offered Financial Consultant
Nancy brings over 30 years of experience in investment management to Rockland Trust. Prior to joining Rockland Trust, Nancy was the Director of Business Development with The Colony Group. In this role she worked with high net worth clients providing guidance and direction on their investment portfolios. Prior to 2010 Nancy had a successful 27 year career at Fidelity Investments, working in both the Retail and Institutional Marketing organizations. Nancy has achieved Chartered Retirement Planning Counselor designation from the College for Financial Planning and is FINRA Series 65 licensed. She is involved with Compass Working Capital, an organization that provides incentive-based savings and financial coaching programs to low-income families. She also volunteers with Horizons for Homeless Children. She is a graduate of Northeastern University and resides in Milton, MA with her family.

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Contact: Nancy
Location: Boston
Phone: 617.737.8059
Email: Nancy Chisholm
Connect on: LinkedIn

Marcia J. Clark, CTFA, EA

Vice President & Relationship Manager
Services Offered Relationship Manager
Marcia Clark began working for Rockland Trust in 1971and joined the Investment Management Group in 1992. She is responsible for fiduciary and personal tax administration. Ms. Clark is an honors graduate of the New England School of Banking at Williams College and the Cannon Financial Institute Trust Administration and Tax Programs. Marcia is a designated Certified Trust and Financial Advisor and is also an Enrolled Agent, admitted to practice before the Internal Revenue Service. She is a member of the National Association of Tax Practitioners.

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Contact: Marcia
Location: Hanover
Phone: 781.982.6766
Email: Marcia Clark

Susan Daileader, CFP® , CLTC

Vice President, Financial Consultant
Services Offered Financial Consultant
Susan Daileader is a Vice President and Financial Consultant with Rockland Trust Financial Services, and is responsible for business development in Plymouth County. Susan began her career in financial services in 1983 at Bank of Boston and has also worked for Shawmut, Fleet, and Columbia Funds Management, holding positions in relationship management, product development, and marketing. Susan has a B.A. from the University of Vermont, the designation of Certified Financial Planner™, and holds a Certification in Long-Term Care (CLTC). She also holds the Series 7 and 63 securities registrations with LPL Financial. Susan recently was elected to the Board of Directors of Friendship Home, Inc., a not-for-profit serving adults with developmental disabilities. She is involved in fundraising activities for South Shore Hospital and the South Shore YMCA. Susan is also a Steering Committee member for the South Shore Chamber's Women's Business Connection.

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Contact: Susan
Location: Braintree
Phone: 781.718.5043
Email: Susan Daileader
Connect on: LinkedIn

Susan Dewsnap, CFP® , CDFATM

Vice President, Relationship Manager
Services Offered Relationship Manager
Susan Dewsnap is a Certified Financial Planner® and Certified Divorce Financial Analyst™ with over 25 years of financial experience. Susan’s responsibilities include account administration and financial planning for personal account relationships for the Investment Management Group in Providence. Prior to joining Rockland Trust, she was Senior Vice President at Wealth Management Resources, Inc. and owner of Equitable Divorce Solutions, LLC. Susan obtained her M.B.A. from Bentley University and her B.B.A. from the University of Massachusetts at Amherst. She most recently obtained a certificate in personal financial planning from Bryant University. She is a member of the Financial Planning Association of Rhode Island, the Massachusetts Bar Association and and the Chair of the Franklin Massachusetts Finance Committee.

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Contact: Susan
Location: Providence, RI
Phone: 508.732.3331
Email: Susan Dewsnap
Connect on: LinkedIn

William Dion, CFPTM

Vice President, Financial Planning Officer
Services Offered Financial Planner
William Dion is a Certified Financial Planner™ with over 15 years experience in the financial services industry. As a Financial Planning Officer he is responsible for delivering comprehensive financial plans to Investment Management Group clients. Prior to joining Rockland Trust in 2011, Mr. Dion was a private practicing financial planner operating as an independent Registered Investment Advisor. His career also includes 10 years with Fidelity Investments as a Relationship Manager and Financial Representative; he has experience as a mortgage lender, and has served on the Board of Directors of a local credit union. Bill received a B.S. in Business Administration from Framingham State College, earned the CFP® designation in 2002 after attending Boston University's Program for Financial Planners, and is a member of the Financial Planning Association. An involved member of the community, Bill is proud to be a multi-year participant in the Pan Mass Challenge.

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Contact: Bill
Location: Attleboro
Phone: 781.982.6259
Email: William Dion
Connect on: LinkedIn


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Elizabeth Doering MacKenty, CSA, CFP®

Vice President & Relationship Manager
Services Offered Relationship Manager
Elizabeth MacKenty is a Certified Financial Planner™ and Certified Senior Advisor. Her responsibilities include account administration and financial planning. A graduate of Hartwick College and the National Graduate Trust School at Northwestern University, she began her career in trust administration at Bank of Boston, subsequently joining Old Stone Trust Company, and Citizens Bank. Most recently, Mrs. MacKenty served as Executive Vice President of O'Connell Investment Services, which was acquired by Rockland Trust in November 2007. She is a member of the Rhode Island Chapter of the Financial Planning Association, Rhode Island Estate Planning Council, and of the Providence Society of Financial Analysts. Mrs. MacKenty serves on the Board of Tockwotton Home in Providence, RI, the Martha's Vineyard Preservation Trust, and is treasurer of the Edgartown Yacht Club in Edgartown, MA.

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Contact: Elizabeth
Location: Providence, RI
Phone: 401.273.4093
Email: Elizabeth MacKenty
Connect on: LinkedIn

Christopher M. Falzone, JD, LLM

Vice President & Relationship Manager
Services Offered Relationship Manager
Chris joined Rockland Trust in 2013 as Vice President and Relationship Manager and is responsible for account administration and financial planning for personal account relationships, trusts, and estates. Chris will also be responsible for establishing and growing Rockland Trust's Boston wealth management office. Prior to joining Rockland Trust, Chris was a Director at the Boston law firm of Rackemann, Sawyer, and Brewster where he specialized in trust and estate law, sophisticated estate planning, charitable planning, and probate litigation matters. Chris also served as executor and trustee while counseling other professional fiduciaries in the administration of estates and trusts. Chris obtained his J.D. from Suffolk University School of Law in 2002 and his LLM in Taxation from Boston University School of Law in 2008. Prior to law school, Chris earned his B.S. in Business Administration from the Whittemore School of Business and Economics at the University of New Hampshire. Chris remains a member of the Massachusetts Bar, several bar associations and the Boston Estate Planning Council.

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Contact: Chris
Location: Boston
Phone: 617.261.3583
Email: Christopher Falzone
Connect on: LinkedIn

Gary J. Friedmann, CFA, CFP®

Vice President & Portfolio Manager
Services Offered Portfolio Manager
Gary Friedmann joined our team with over 25 years of investment management experience. Prior to joining Rockland Trust, Mr. Friedmann was a Director of Investments at Washington Trust Investors, where he was responsible for the management of investment portfolios for high-net worth individuals and charitable fund accounts. In addition, Mr. Friedmann was a member of the Washington Trust Investors Investment Committee, which was responsible for setting investment policy for client portfolios as well as the management of the firm's core equity model. Prior to joining Washington Trust, he was a Vice President and Portfolio Manager at Fleet Investment Advisors in Providence, Rhode Island. Gary graduated from the State University of New York at Albany with a Bachelor of Science degree in business administration with a concentration in finance. He is a CFA charterholder and has also received his designation as a Certified Financial Planner™. Mr. Friedmann also holds a Certificate in Investment Performance Measurement. Gary sits on the boards of the Boys & Girls Clubs of Providence, the Fund for UCAP, the Providence Society of Financial Analysts, and North Kingstown Youth Lacrosse.

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Contact: Gary
Location: Providence, RI
Phone: 508.732.3337
Email: Gary Friedmann
Connect on: LinkedIn


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Howard Greenstein

Vice President & Financial Consultant
Services Offered Financial Consultant
Howard Greenstein is a Vice President and Financial Consultant with Rockland Trust's Financial Services offering a full range of investment and insurance services. He maintains an office in Middleboro and is responsible for business development in Middleboro, Carver and Plymouth. Howard has 35 years of service in the financial services field and worked for John Hancock Financial Services for 23 years, and both Eastern and Sovereign Bank. Howard currently resides in Plymouth.

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Contact: Howard
Location: Plymouth
Phone: 508.946.8427
Email: Howard Greenstein
Connect on: LinkedIn

Barbara G. Howard, CTFA

Vice President & Relationship Manager
Services Offered Relationship Manager
Barbara Howard has been with Rockland Trust since 1978 and joined the Investment Management Group in 1992 with the merger of Middleborough Trust Company. Barbara is a Relationship Manager and oversees the administration of institutional and municipal account relationships. She is a designated Certified Trust and Financial Advisor and a graduate of Cannon Financial Institute Trust Investment and Trust Administration Programs. Barbara serves as a member of the board for the Stacey Ann LeRoy Foundation.

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Contact: Barbara
Location: Hanover
Phone: 781.982.6776
Email: Barbara Howard
Connect on: LinkedIn

Stephen Kearney,  CFP®, CLTC, LUTCF

Vice President & Financial Consultant
Services Offered Financial Consultant
Stephen Kearney is a Vice President and Financial Consultant with Rockland Trust’s Investment Management Group. He maintains an office in Rockland and is responsible for business development in the communities of Brockton, Norwell, Rockland, and surrounding. Mr. Kearney began his career in financial services in 1989 and has worked for Prudential, Cambridgeport Bank and Citizens Bank. He earned his B.S. in Marketing and B.A. in Management at Bentley College. Mr. Kearney is a Lieutenant Colonel in the U.S. Army Reserve and has served for 24 years. He completed a 14 month deployment in Kuwait and Iraq in December 2005. He has many NASD licenses including 7, 24, and 65, as well as a Massachusetts Life, Accident, and Health license.

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Contact:  Steve
Location: Rockland
Phone: 781.982.6364
Email: Stephen.Kearney 

David K. Kelson, Jr.

Vice President & Financial Consultant
Services Offered Financial Consultant
David is responsible for wealth management, income planning and 401(k) rollovers in the communities of Quincy, Milton, Weymouth, Braintree, Randolph, Stoughton, Brockton and Canton for Rockland Trust Company. "Everyone's economic and life situation is unique, and I keep that in mind when providing financial security advice. I believe that personalized service is essential when matching clients with the right financial security products. As a Financial Consultant, I am dedicated to learning about your personal goals. Together we will use them to build a financial security plan focused on your specific needs. My goal is to build long term client relationships while delivering the highest degree of integrity, professionalism and service to my clients." David brings with him almost 20 years experience in the financial services industry. He began his career with Putnam Investments in 1995 and has worked for Liberty Funds, Sun Life Financial and most recently Santander Investment Securities where he spent the last 10 years. David holds FINRA registrations including 6, 7 and 63 with LPL Financial, as well as the Massachusetts life license. In addition, David is a graduate of Mount Ida College in Newton, MA.

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Contact: David
Location: Randolph
Phone: 781.982.6148
Email: David Kelson

Thomas J. Langway

Vice President & Financial Consultant
Services Offered Financial Consultant
Tom Langway is a Vice President and Financial Consultant with Rockland Trust's Financial Services. He maintains an office in Orleans and is responsible for business development in the Lower and Middle Cape areas. Tom has been in the financial services industry since 1997, first with Prudential Financial and then Cape Cod Bank & Trust/ TD Banknorth. He earned a B.S. from SUNY at Stony Brook and is currently an enrolled candidate for his Certified Financial Planner™ (CFP®) designation. He holds FINRA registrations including 6, 7, 63, 65, and 66 with LPL Financial, as well as a Massachusetts Life, Accident, and Health license. He resides on Cape Cod with his wife and three daughters.

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Contact: Tom
Location: Orleans
Phone: 508.255.1098
Email: Thomas Langway

Lorrie A. Leonard, CFP®

Vice President & Relationship Manager
Services Offered Relationship Manager
Lorrie Leonard oversees the personal account relationships for the Investment Management Group in Osterville. Lorrie's experience in wealth management began in 1984. Prior to joining Rockland Trust, Lorrie was Wealth Advisor and Vice President for TD Banknorth on Cape Cod and a Vice President with Merrill Lynch. Her career also includes 11 years with the Private Bank of BankBoston. She holds a B.S. in Economics from the University of Massachusetts, is a graduate of the New England School of Banking Trust Program at Williams College, and has received the designation of Certified Financial Planner™. She is a member of the Estate Planning Council of Cape Cod, the Planned Giving Council of Cape Cod, and the Financial Planning Association.

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Contact: Lorrie
Location: Osterville
Phone: 508.732.3369
Email: Lorrie Leonard
Connect on: LinkedIn

Jason R. Lilly, CFA, CFP®

Vice President & Director of Portfolio Management
Services Offered Portfolio Manager
Jason Lilly, Director of Portfolio Management, is responsible for managing client portfolios, performing securities research, and setting investment policy. Prior to joining Rockland Trust, Jason was a financial planner with the Vanguard Group where he created and developed comprehensive financial plans for high net worth clients. Jason holds a B.S. in Economics from the University of Massachusetts/Amherst and an M.B.A. from Arizona State University. He is a CFA charterholder and has also received his designation as a Certified Financial Planner™. Jason belongs to the CFA Institute, the Boston Security Analysts Society, and the Financial Planning Association. Jason is a board member on the Planned Giving Council of Cape Cod, Sandwich Community Television, and a committee member and former co-chair of Philanthropy Day on Cape Cod, the largest Philanthropic event on Cape Cod. Jason is the host of ""Finance Matter$,"" a local access television program focusing on financial topics that impact our daily lives.

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Contact: Jason
Location: Osterville
Phone: 508.732.3374
Email: Jason Lilly
Connect on: LinkedIn


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Todd H. Maddock, CSOP

Vice President, Operations
Services Offered Operations
Todd Maddock's experience within the financial services industry began in 1977, specializing in investment and trust operations. Prior to joining Rockland Trust, Todd held the position of Vice President of Operations for the F. L. Putnam Investment Management Co. in Newton, and the same position with the Milford National Bank. Mr. Maddock's career also includes a variety of operations management positions within the Private Bank Group at Bank Boston. Todd is a Certified Securities Operations Professional, a graduate of the New England School of Banking at Williams College, and of the Cannon Financial Institute's Securities Operations School. He holds a bachelor's degree from Ohio Wesleyan University.

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Contact: Todd
Location: Hanover
Phone: 781.982.6751
Email: Todd Maddock
Connect on: LinkedIn

Kevin P. Mantville

Vice President & Financial Consultant
Services Offered Financial Consultant
Kevin Mantville is a Vice President and Financial Consultant with Rockland Trust Financial Services. He is responsible for business development in the surrounding coastal communities, maintaining an office in Hingham. Mr. Mantville began his career in financial services in 1999 at Deloitte & Touche© LLP in Boston. Prior to joining Rockland Trust, he was with Merrill Lynch as a Financial Advisor. He earned his B.A. in Economics at Boston University and performed graduate studies at Northeastern University and Suffolk University earning a Graduate Degree in Professional Accounting. Mr. Mantville is an active member of the South Shore Chamber of Commerce, Quincy Chamber of Commerce, Quincy Rotary Club, and the Rock-o Mantville Foundation. He is a current Board Member of the Neighborhood Club of Quincy. Mr. Mantville holds FINRA registrations including 7, and 66 with LPL Financial, as well as a Massachusetts Life, Accident, and Health license.

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Contact: Kevin
Location: Hingham
Phone: 781.982.6312 

Sean C. McGarry, AIF®

Vice President, Retirement Plan Services Manager
Services Offered Retirement Plan Services
Sean McGarry is responsible for client service and management of all pension and retirement plan engagements. Before joining Rockland Trust, Sean worked for a regional Third Party Administrator (TPA) and was responsible for both sales and relationship management. Prior to his consulting experience as a TPA, Sean has worked as a wholesaler for several large insurance companies within their retirement departments. He is a graduate of Union College (B.A., Economics) in Schenectady, NY. Sean has also earned his Accredited Investment Fiduciary® (AIF®) designation from the Center of Fiduciary Studies, which is affiliated with the University of Pittsburg.

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Contact: Sean
Location: Attleboro
Phone: 781.982.6594
Email: Sean McGarry
Connect on: LinkedIn

Gregory McLean

Vice President & Financial Consultant
Services Offered Financial Consultant
Gregory McLean is a Vice President and Financial Consultant with Rockland Trust Financial Services. Greg focuses on meeting the wealth management needs of individuals, families, businesses and non-profits in the Metro North area. His mission is to build long-term relationships by taking the time to listen and understand each client’s goals, dreams and concerns and develop a customized financial security plan tailored to their specific needs. “It’s extremely rewarding to provide clarity, simplicity and organization to my clients financial lives based on respect, trust and professionalism.” Greg holds FINRA Series 6, 7, 63, and 65 registrations with LPL Financial, as well as Massachusetts Life Insurance. Prior to joining Rockland Trust, Greg was a Regional Vice President with Advisors Asset Management as well as a financial advisor with both Merrill Lynch and Morgan Stanley Wealth Management. Greg also worked as a Senior Investment Specialist with John Hancock Financial Services. Greg received his B.A. in Psychology from Saint Michael’s College, is a member of the Financial Planning Association and currently sits on the Board of Directors for the Melrose Alliance Against Violence. Greg resides in Melrose with his wife and two sons where he coaches both hockey and baseball.

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Contact: Gregory
Location: Somerville
Phone: 508.732.3399
Email: Gregory McLean

Jeffrey C. Mead, CTFA

Assistant Vice President & Relationship Manager
Services Offered Relationship Manager
Jeffrey Mead joined Rockland Trust in 1997 bringing with him ten years of experience in trust administration and client service. He is responsible for the oversight of personal account relationships for the Investment Management Group. Mr. Mead is an honors graduate of the Cannon Financial Institute's Trust School earning the designation of Certified Trust & Financial Advisor. He holds degrees from Oberlin College and serves as Treasurer of the Old West Organ Society in Boston.

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Contact: Jeffrey
Location: Hanover
Phone: 781.982.6764
Email: Jeffrey Mead
Connect on: LinkedIn

Paula M. Murphy

Vice President & Porfolio Manager
Services Offered Portfolio Manager
Paula Murphy is a Portfolio Manager responsible for managing client portfolios, performing securities research, and setting investment policy. Prior to joining Rockland Trust, she was a Portfolio Manager and Vice President at Bank of America in Providence where she managed investment portfolios for high net-worth individuals. Ms. Murphy has been in the investment field since 1988. She holds a B.S. in Finance from Providence College and an M.B.A from Bryant University. Ms. Murphy is a member of the Providence Society of Financial Analysts.

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Contact: Paula
Location: Attleboro
Phone: 781.982.6563
Email: Paula Murphy
Connect on: LinkedIn

Timothy O'Rourke

Vice President & Financial Consultant
Services Offered Financial Consultant
Tim O'Rourke is a Vice President and Financial Consultant with Rockland Trust Financial Services, serving the wealth management and investment needs of clients in the communities of Franklin, Bellingham, Milford, Medfield, Foxborough and Attleboro from his office in Franklin. Prior to joining Rockland Trust Financial Services, Mr. O'Rourke spent 18 years with Fidelity Investments in a variety of roles supporting both retail and institutional clients, most recently as a Relationship Manager overseeing that organization's relationships with third-party mutual fund asset managers. Mr. O'Rourke earned his B.A. from the University of New Hampshire and is licensed with FINRA, holding Series 6, 7 and 63 registrations with LPL Financial. Tim currently resides in Franklin with his wife and three children.

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Contact: Tim
Location: Franklin
Phone: 781.982.6123
Email: Timothy O'Rourke
Connect on: LinkedIn

Timothy W. Quill, AIF®

Vice President & Financial Consultant
Services Offered Financial Consultant
Tim Quill is a Vice President and Financial Consultant with Rockland Trust Financial Services, offering a full range of investment and insurance services in the Plymouth, Falmouth, and Upper-Cape region. Tim began his career in financial services in 1996 at John Hancock Signature Services in Boston. He had worked at Fidelity Investments since 1998 most recently as an Institutional Relationship Manager. Tim is a finance committee member for Cape Cod Child Development. He earned his B.A. from Stonehill College and is licensed with FINRA, holding the Series 7, 24 and 63, as well as the Massachusetts Life, Accident and Health license. Tim has also earned his Accredited Investment Fiduciary™ (AIF®) designation from the Center of Fiduciary Studies, which is affiliated with the University of Pittsburg.

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Contact: Tim
Location: Falmouth
Phone: 508.732.3363
Email: Timothy Quill
Connect on: LinkedIn

Andrew D. Quinn, CLU, CHFC ®

Vice President & Financial Consultant
Services Offered Financial Consultant
Andy Quinn is a Vice President with the Rockland Trust Financial Services offering a full range of investment and insurance services. Mr. Quinn's office is located in Somerset, MA and he works with clients in the Southeastern Massachusetts and Rhode Island areas. Prior to joining Rockland Trust, Mr. Quinn was a financial consultant with Linsco/Private Ledger, Banc of America Investment Services, and an insurance agent and registered representative with New York Life. He has been in the financial services industry since 1989. He holds a B.A. degree from Stonehill College and received his Chartered Life Underwriter and Chartered Financial Consultant designations from The American College and holds FINRA registrations including 6, 7, 63 and 65 with LPL Financial, as well as the Massachusetts Life, Accident and Health license.

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Contact: Andy
Location: Somerset
Phone: 781.982.6899
Email: Andrew Quinn

Lawrence M. Reale

Vice President, Retirement Plan Services
Services Offered Retirement Plan Services
Larry Reale has more than 25 years of experience with institutional asset management and workplace retirement plans, beginning his career with Aetna Pension & Financial Services in Hartford, CT as a consultant. He has worked with both Defined Contribution and Defined Benefit plans across multiple markets including Corporate, Municipal, and Taft-Hartley. Larry served as Vice President, Institutional Relationship Management/New Business Development for leading financial services firms including Fleet Investment Services, Fidelity Investments, TD Banknorth and Fortis Investments. He joined Rockland Trust's Investment Management Group in February 2012 as Vice President, Retirement Plan Services. Larry earned a B.S. in Business Administration from American International College, is a Registered Investment Advisor and holds the Accredited Investment Fiduciary TM (AIF®) designation from the Center for Fiduciary Studies, LLC. Larry is active in Cub Scouts, Junior Achievement and has been active in youth sports including baseball and ice hockey.

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Contact: Larry
Location: Attleboro
Phone: 781.982.6523
Email: Lawrence Reale
Connect on: LinkedIn

David Reilly, CFP®

Vice President & Financial Consultant
Services Offered Financial Consultant
David Reilly is a Vice President and Financial Consultant with Rockland Trust Financial Services. David focuses on meeting the wealth management needs of individuals, families, businesses and non-profits in the Metro West area. His mission is to build long-term relationships and to be a trusted advisor who positively impacts and influences the future of the individuals, families, and organizations he serves. His approach is comprehensive and his success is predicated on a commitment to helping clients achieve their lifetime goals and objectives. He holds FINRA Series 6, 7, 63, and 66 registrations with LPL Financial, as well as the Massachusetts Life, Accident and Health license and the designations of Certified Financial Planner™ professional and Chartered Retirement Planning Counselor (SM). Prior to joining Rockland Trust, David was a Financial Advisor with Citizens Bank and Merrill Lynch. He also worked as Director of Major Gifts with Children's Hospital Boston, as the Assistant Director of Development at The Roxbury Latin School, as a Director of Development with The Golf Digest Companies, and as a Marketing Manager with American Express. He received his B.A. in History from Boston College and his MBA from Wake Forest University. David resides in Wellesley with his wife and two sons.

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Contact: David
Location: Wellesley
Phone: 781.235.1924
Email: David Reilly

Matthew M. Roddy, CFA, CAIA, CTFA

Vice President & Portfolio Manager
Services Offered Portfolio Manager
Matthew Roddy joined Rockland Trust in 2013 as Vice President and Portfolio Manager. Matthew is responsible for managing client portfolios, performing securities research, and setting investment policy. Matthew will also be responsible for establishing and growing Rockland Trust's Boston investment office. Matthew has worked in the financial industry as an investment professional in Boston for the past 15 years. Before joining Rockland Trust, Matthew was a Senior Vice President, Market Investment Director and Portfolio Manager with US Trust, Bank of America Private Wealth Management. In this role he led a team of fifteen professionals managing $1.6 billion in assets for high net-worth families and smaller institutions. Prior to Joining US Trust in 2005 Matthew had a successful 8 year career as a Financial Consultant with Charles Schwab, Co. and Salomon Smith Barney. Early in his career Matthew managed an accounting department for a transportation firm before entering the financial services industry. Matthew is a CFA Charterholder (CFA), Chartered Alternative Investment Analyst (CAIA), Certified Trust and Financial Advisor (CTFA), a graduate of the American Bankers Association Graduate Trust School at Emory University and is a member of the Boston Security Analyst Society (BSAS). Matthew graduated from Providence College with a Bachelor of Science Degree in Health Policy and Management and is an active member in the Boston Alumni Society.

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Contact: Matt
Location: Boston
Phone: 617.737.1290
Email: Matthew Roddy
Connect on: LinkedIn


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Bradley Sanders

Vice President, Compliance & Product Specialist
Services Offered Operations
Brad Sanders is Vice President of Compliance and Products Specialist for Rockland Trust Financial Services, responsible for the supervision of all insurance and investment transactions. He began his career with Scudder Investments in 1998 as a Senior Investment Specialist. His role at Scudder focused on their preferred client management group and the education and development of new hires. Mr. Sanders has spent the eight years as an Operations Manager for CCO Investment Services Corp. responsible for the principal review of all transactions. He headed the development and implementation of an electronic workflow system and recently created and managed a financial consultant phone center, assisting the financial consultants with all questions relating to compliance, regulatory, procedural, and paperwork requirements. He is a 1993 graduate of Emerson College with a B.S. in Mass Communications. Mr. Sanders holds FINRA registrations including 7, 24, 53, and 63 with LPL Financial, as well as a Massachusetts Life, Accident and Health license.

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Contact: Brad
Location: Rockland
Phone: 781.982.6369
Email: Bradley Sanders

Jeffrey F. Smith, CFP®,  CRPC

Senior Vice President & Financial Consultant
Services Offered Financial Consultant
Jeffrey Smith is responsible for the management of the Investment Management Group's financial advisory and retirement plan services. Jeff began his career in the financial services field in 1987 with Scudder, Stevens and Clark in Boston. Mr. Smith is a member of the Cardinal Cushing Centers Development Committee and chairs the Center's Planned Giving Advisory Committee. He also serves as Treasurer of the Coastal Stars Youth Hockey Organization. Jeff holds a Bachelors Degree in Economics from the University of Vermont and has received his designations as Certified Financial Planner™ and Chartered Retirement Planning Counselor.

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Contact: Jeff
Location: Hanover
Phone: 781.982.6793
Email: Jeffrey Smith  
Connect on: LinkedIn

Elizabeth Souza

Vice President & Financial Consultant
Services Offered Financial Consultant
Elizabeth Souza is a Vice President and Financial Consultant with Rockland Trust Financial Services offering a full range of investment and insurance services and guidance. Prior to joining Rockland Trust, Ms. Souza was a Financial Consultant with Santander Investment Services/Sovereign Bank for 11 years. She has been in the financial services industry since 1989. She has obtained FINRA registrations including Series 7, 6, and 63 held through LPL Financial, as well as a Massachusetts Life, Accident and Health License. She is a Notary Public in Massachusetts. She maintains an office in Fairhaven and is responsible for wealth management, income planning, 401(k) rollovers, and business development in Southeastern Massachusetts.

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Contact: Elizabeth
Location: Fairhaven
Phone: 781.982.6270
Email: Elizabeth Souza    

Suzanne M. Vargas, CTFA

Vice President & Relationship Manager
Services Offered Relationship Manager
Suzanne Vargas has been in trust administration and estate planning since 1990. She oversees the personal account relationships for the Investment Management Group in Attleboro. Prior to joining Rockland Trust, Ms. Vargas was a Relationship Manager and Vice President at the Fleet Private Clients Group in Providence. She is a designated Certified Trust and Financial Advisor, a graduate of the New England School of Banking Trust Administration Program at Williams College, and the Cannon Financial Institute's Trust Administration Program. Ms. Vargas is also a cum laude graduate of Rhode Island College. She is also a Board Member of the Community VNA in Attleboro and a member of the Estate Planning Council of R.I.

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Contact: Suzanne
Location: Attleboro
Phone: 781.982.6671
Email: Suzanne Vargas
Connect on: LinkedIn

Lawrence S. Wagner, CFA, CFP®

Vice President & Financial Consultant
Services Offered Financial Consultant
Larry Wagner is responsible for investment management and retirement plan business in Rhode Island and Southcoast Massachusetts for Rockland Trust Financial Services. Larry began his financial services career in 1987 with Old Stone Trust Company. He joined Rockland Trust Company in 2008 from Firstfed Trust Company/Webster Bank where he had been since the formation of Firstfed Trust Company in 2000. Larry holds FINRA registrations including 6, 7 & 63 with LPL Financial, as well as a Massachusetts Life, Accident, and Health license in addition to the CFP® and CFA designations. Larry is a Past President and current Board Member of the Providence Society of Financial Analysts, Board Member of The Partnership for Philanthropic Planning of RI, member of the Estate Planning Council of RI, and RI Financial Planning Association. Larry graduated from Denison University with a B.A. in Economics.

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Contact: Larry
Location: Somerset
Phone: 401.273.4093
Email: Larry Wagner
Connect on: LinkedIn

Dawn M. Warner, CTFA

Assistant Vice President & Relationship Manager
Services Offered Relationship Manager
Dawn Warner is a Relationship Manager for the Investment Management Group and has been with Rockland Trust since 2002. She is responsible for the administration of investment management accounts, personal trusts and estates. Ms. Warner is also responsible for the preparation and filing of probate accountings for testamentary trusts and estates. She successfully completed the Cannon Financial Institute’s Trust Administration Program in Boston. Dawn is also a designated Certified Trust and Financial Advisor.

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Contact: Dawn
Location: Hanover
Phone: 781.982.6771
Email: Dawn Warner
Connect on: LinkedIn

June Zito

Vice President & Relationship Manager
Services Offered Relationship Manager
June Zito comes to us with over 21 years of experience in trust and fiduciary administration through the bank’s transitions from Fleet and Bank of America. June’s responsibilities include the trust administration of personal account relationships for the Investment Management Group in Providence. Prior to joining Rockland Trust, she was a Vice President at US Trust. June is a graduate of Bryant University with a degree in finance. She is involved with the American Cancer Society, Rhode Island Breast Cancer and National Organization of Italian American Woman.

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Contact: June 
Location: Providence, RI
Phone: 508.732.3335
Email: June Zito