Lorrie Leonard is a Vice President and Relationship Manager and has been with Rockland Trust since 2007. Lorrie 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.
Lorrie has worked in the financial services industry since 1984. Prior to joining Rockland Trust, Lorrie held positions at TD Banknorth on Cape Cod as a Wealth Advisor and Merrill Lynch. Her career also includes 11 years with the Private Bank of BankBoston. She received a BS in Economics from the University of Massachusetts, is a graduate of the New England School of Banking Trust Program at Williams College, and is a CERTIFIED FINANCIAL PLANNER™ professional.
Lorrie is a member of the Estate Planning Council of Cape Cod, the Planned Giving Council of Cape Cod, and the Financial Planning Association. She is also a past Chairperson of the Cape Cod Community College Education Foundation. Lorrie resides in West Barnstable.