Bonnie Loedel is First Vice President and Senior Fiduciary Officer, and has been with Rockland Trust since 2017. Bonnie is responsible for the primary oversight of the account administration and helping clients reach their short- and long-term financial goals through detailed financial planning, wealth management, and estate planning analysis.
Bonnie has worked in the financial services industry since 2002. Prior to joining Rockland Trust, Bonnie was Vice President and Chief Fiduciary Officer at Cape Cod Five Trust & Asset Management Group. She also held positions as a wealth advisor, Senior Trust Officer, and as a trust and estate attorney. Bonnie is a graduate of Binghamton University. She received her Master’s Degree from UCLA and Juris Doctorate from Boston University’s School of Law.
Bonnie is a member of the Estate Planning Council of Cape Cod, the Massachusetts Bar Association, and is a former board member of the Duffy Health Center. Bonnie is also a trustee and member of the finance committee of the Harwich Conservation Trust. She resides in Harwich with her husband and two sons.
