At Rockland Trust Investment Management Group, our mission is to offer you more than you expect, but exactly what you need. Our local team take the time to listen to you, offering a comprehensive approach to address each client with a personal relationship, always keeping your best interest in mind. Their expertise will provide you with what you need today and the flexibility to adjust as your needs evolve tomorrow.
With that being said, our Senior Vice President & Director of Portfolio Management, Paula Murphy, embodies what is means to that each relationship matters, and is determined to focus your financial plan centered around your success. Her years of expertise and success are just what you need to secure your financial future. a new Window)
| Compressive Wealth Management | Financial & Retirement Planning | Business Services |
|---|---|---|
| Investment Management | Trust & Estate Services | Business Retirement Plan Services |
| Insurance Analysis | Legacy Planning | Business Financial & Investment Management |
| Tax Analysis | Fiduciary Services | Business Owner Advisory Services |
| Checking Account Products | Savings Account Products | Line of Credit Products |
|---|---|---|
| Premier Checking | Premier Money Market | Premier HELOC |
| Premier Savings | Premier Portfolio Secured Line of Credit |
Senior Vice President & Director of Portfolio Management
Paula Murphy is a Senior Vice President and Director of Portfolio Management and has been with Rockland Trust since 2009. Paula oversees the portfolio management team and is responsible for integrating an investment strategy that reflects our clients’ objectives, financial goals, and risk tolerance including custom asset allocation, long-term goal planning, and securities research.
Paula has worked in the financial services industry since 1988. Prior to joining Rockland Trust, she was a Portfolio Manager and Vice President at US Trust in Providence where she managed portfolios for high net-worth individuals and institutions. Paula received a BS degree in Finance cum laude from Providence College and an MBA from Bryant University.
Paula is a member of the Providence Society of Financial Analysts and serves as a board member and finance committee member of the Attleboro Land Trust. She resides in Mendon with her family.
