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Nancy Chisholm

Nancy Chisholm, CRPC

Vice President & Financial Consultant
Services Offered: Financial Consulting
 
Email: Nancy
Location: Boston, MA
Phone: 617.737.8059
 
Nancy brings over 30 years of financial services experience to Rockland Trust Investment Management Group. Previously she worked at The Colony Group where she provided guidance and direction on investment portfolios for high net worth clients.
 
Prior to the Colony Group, Nancy had a 27 year career at Fidelity Investments, working in both the Retail and Institutional Marketing organizations. She was part of the team responsible for the launch of the Fidelity Private Client Group, focusing on clients with assets above $1 Million, before transitioning to an Account Executive role where she managed $1B in client assets.
 
Nancy has achieved Chartered Retirement Planning Counselor designation from the College for Financial Planning and is FINRA Series 65 licensed. She is an active member of the Boston Estate Planning Council, the Greater Boston Chamber of Commerce, and the Boston Chamber’s Women’s Committee. She is a graduate of Northeastern University and resides in Milton.
 

Rockland Trust Company and RT Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: DE,MA
 
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Rockland Trust Company and RT Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using RT Investment Services, and may also be employees of Rockland Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Rockland Trust Company or RT Investment Services. Securities and insurance offered through LPL or its affiliates are:
 
Not Insured by FDIC or Any Other Government Agency / Not Rockland Trust Guaranteed /
Not Rockland Trust Deposits or Obligations / May Lose Value