Media Inquiries
Rockland, MA (March 13, 2015) – Rockland Trust announced that Gregory McLean has joined the Investment Management Group as Vice President and Financial Consultant. Greg joins the team with nearly 20 years of experience providing financial management guidance to individuals, families, and business owners. Based in Somerville, he will work with clients in Arlington, Burlington, Malden, Medford, Melrose, Somerville, and Woburn.
“Greg takes the time to really listen and understand each client’s goals, dreams, and concerns to develop a financial strategy that aligns with their goals and needs,” said Bradley Sanders, Vice President of Investment Compliance and Products at Rockland Trust. “His expertise will be an asset to our customers looking for investment management advice.”
Prior to joining Rockland Trust, Greg was Regional Vice President for Advisors Asset Management. Previously, he was a Financial Advisor of Wealth Management at Merrill Lynch, and Financial Advisor of Wealth Management at Morgan Stanley. He also previously served as a Senior Investment Specialist at John Hancock and Internal Wholesaler at John Hancock.
A member of the Financial Planning Association, Greg also holds Series 6, 7, 63, 65, and Massachusetts State Insurance Licenses. He has a Bachelor’s of Arts in Psychology from Saint Michael’s College in Vermont.
Active in his community, Greg is on the Board of Directors of the Melrose Alliance Against Violence, and is a hockey and baseball coach in his spare time. He lives in Melrose with his wife and sons.
About the Investment Management Group
Rockland Trust’s Investment Management Group creates customized plans for individuals, municipalities, businesses and not for profit organizations through a full range of services including: Investment Management, Trust and Estate, Insurance, and Financial and Retirement Planning. The team is comprised of more than 50 experienced professionals who consistently apply sound investment principles to minimize risk and maximize long-term results for clients in a dynamic investment landscape.
For individuals IMG takes a holistic approach to wealth management. Each client is assigned a team of three financial professionals, including a relationship manager, financial consultant, and a portfolio manager, who work collaboratively to develop a long-term financial strategy that extends beyond traditional money management.
Through its subsidiary, Bright Rock Capital Management, LLC, Rockland Trust also offers institutional investment management solutions for pension plans, institutions, mutual fund firms, banks, trust companies, retirement plan sponsors, RIAs, and endowments. To learn more, please visit www.BrightRockCap.com.
About Rockland Trust
Independent Bank Corp. has approximately $7 billion in assets and is the holding company for Rockland Trust Company, a full-service commercial bank headquartered in Massachusetts. Rockland Trust offers a wide range of banking, investment, and insurance services to businesses and individuals through retail branches, commercial lending offices, investment management offices, and residential lending centers located in Eastern Massachusetts and Rhode Island, as well as through telephone banking, mobile banking, and the Internet. Rockland Trust, which was named to Sandler 2014 Sm-All Stars list of top performing small-cap banks and thrifts in the country, is an FDIC Member and an Equal Housing Lender. To find out why Rockland Trust is the bank “Where Each Relationship Matters®”, please visit www.rocklandtrust.com.
