07/13/2020 | Press release | Distributed by Public on 07/14/2020 09:16
Hanover, Mass. (July 13, 2020) - Rockland Trust announced today the hiring of William (Bill) R. Logan, CWS® (Certified Wealth Strategist) as Vice President and Commercial Financial Consultant for the Bank's Investment Management Group (IMG). As a Commercial Financial Consultant, Bill is responsible for evaluating the needs and goals of the bank's client base in order to develop customized, long-term solutions to help build and protect their wealth. He will work primarily out of IMG's Franklin and Milford offices, but will assist clients across the Rockland Trust footprint throughout Massachusetts and Rhode Island.
Bill brings over 25 years of experience working in the financial services industry. Prior to joining Rockland Trust, Bill held senior positions at Ledyard Financial Advisors, Citizens Private Wealth Management, Fidelity Family Office Services, and BNY Mellon Private Wealth Management. Within each role he focused on managing complex trust and investment relationships.
Bill received a BA from Providence College and his Certificate in Financial Planning from Boston University. He holds FINRA Series 7, 63 and 65 licenses and is a Certified Wealth Strategist®. Bill sits on the boards of the Lighthouse School, Inc. and the President's Council of Providence College. He is a former Board member of the Rhode Island Historical Society, Girl Scouts of Southeastern New England, Norfolk & Plymouth Estate & Business Planning Council, and the Economic Development Commission of Scituate. Bill was also member of the Board of Selectman and the Finance Committee in his hometown of Chelmsford, MA. He resides in Scituate, MA with his wife Kate and their three daughters, Shannon, Megan and Erin.
ROCKLAND TRUST'S INVESTMENT MANAGEMENT GROUP
Rockland Trust's Investment Management Group (IMG) is one of the Largest Independent Investment Advisers in Massachusetts. The team has more than 80 experienced professionals throughout nine investment offices located across Massachusetts and Rhode Island. IMG provides comprehensive wealth management services ranging from investment management and financial planning to estate planning, insurance analysis and more. IMG combines the extensive capabilities of a large institution with the deeply personal service of a community bank to offer more than you expect, but just what you need.
ABOUT ROCKLAND TRUST
Independent Bank Corp. (NASDAQ Global Select Market: INDB) is the holding company for Rockland Trust Company, a full-service commercial bank headquartered in Massachusetts. Named in 2019 to The Boston Globe's 'Top Places to Work' list for the 11th consecutive year, Rockland Trust offers a wide range of banking, investment, and insurance services. Rockland Trust serves businesses and individuals through more than 100 retail branches, commercial and residential lending centers, and investment management offices in eastern Massachusetts, including Greater Boston, the South Shore, the Cape, and Islands, as well as in Worcester County and Rhode Island. The Bank also offers a full suite of mobile, online, and telephone banking services. Rockland Trust is an FDIC member and an Equal Housing Lender. To find out why Rockland Trust is the bank 'Where Each Relationship Matters®,' please visit RocklandTrust.com.