At Rockland Trust, each relationship matters and we recognize that your relationship with your money might need some love and attention right now. In Episode 2 of the No Shame in this Money Game podcast, Rockland Trust’s Financial Education Officer Julie Beckham interviews Bonnie Loedel, First Vice President and Senior Fiduciary Officer for Rockland Trust’s Investment Management Group to talk about wills, trusts, assets and more.
Bonnie Loedel is a Relationship Manager on Cape Cod responsible for overseeing personal account relationships and helps clients meet their goals in the areas of wealth management and financial planning. Bonnie has been with Rockland Trust since 2017 and has worked in the financial services industry since 2002. Prior to working at Rockland Trust, she was Vice President and Chief Fiduciary Officer at Cape Cod Five Trust & Asset Management group, and is a former Trust and Estate attorney. Bonnie is a member of the Estate Planning Council of Cape Cod, the Massachusetts Bar Association, and is on the Board of the Duffy Health Center.
IMG manages over $4 billion in assets for individuals, families, and institutions and provides comprehensive wealth management services ranging from investment management and financial planning to estate planning, insurance analysis and more. They take a personal approach to wealth management in order to fully understand where you are now, where you want to go, and what you will need to get there. For more information on estate planning please see visit our wealth and investments resources page here.
Questions, comments, feedback or suggestions for our future podcasts? Email your host, Julie Beckham, at Julie.Beckham@RocklandTrust.com and be sure to download, subscribe, rate and review the No Shame in this Money Game podcast wherever you find your podcasts.