Trish Regan is a Vice President and Financial Consultant with RT Investment Services. She joined RT Investment Services in June of 2020 and is responsible for evaluating client needs and goals to develop customized, long-term strategies that aim to help build and protect their wealth.
Trish has worked in the financial services industry since 1989. Prior to joining RT Investment Services, Trish was Regional Vice President at Prudential Financial. Her career also includes Regional VP positions at MetLife Investors, and SunLife Financial among others. Ms. Regan holds a B.A. in Economics from Mount Holyoke College. She also holds the Series 7, 6, 63, and 65 securities licenses and is insurance licensed in MA, RI, CT and FL.
Trish is an active supporter of Animal Rescue League of Boston, the Cape Symphony and other local non-profits. She currently resides on Cape Cod with her husband, close to family and friends.