Claudia Bender joined Rockland Trust in 2021 as Vice President and Relationship Manager, bringing over 15 years of financial services expertise to the firm. She provides strategic oversight of account administration and specializes in helping clients achieve their long-term financial objectives through comprehensive wealth management, estate planning, and detailed financial analysis.
Before joining Rockland Trust, Claudia held key positions at Morgan Stanley and Merrill Lynch. She earned a BA from Connecticut College and an MA from Boston University, where she also completed her Certificate in Financial Planning. Claudia holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Trust and Financial Advisor (CTFA) designations.
An active member of her community, Claudia serves on the Financial Stability Impact team for the Cape and Islands United Way. She is President of the Estate Planning Council of Cape Cod. She also serves as a volunteer coach for her son’s youth ice hockey team in Bourne. Claudia resides in Marion with her husband and two children, sharing her home with three dogs and a cat.
