SSM.Autumn Star Issue.2019

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Page 45 of 59

44 Rockland Trust's Investment Management Group (IMG) provides comprehensive wealth management services for individuals, businesses and organizations. Their team of over 80 experienced professionals are incredibly knowledgeable and take the time to listen to you. Their mission is to create strong, personal relationships and provide financial guidance that keeps their clients' best interests in mind. This past summer, Boston Business Journal named the Rockland Trust Investment Management Group number 18 on their "Largest Independent Investment Advisors in Massachusetts" list in recognition of their outstanding success with that mission. Rockland Trust has been providing trusted banking services and expertise to the South Shore for over a century. Beginning with one branch in Rockland in 1907, Rockland Trust has now grown to almost 100 branches in Rhode Island and eastern Massachusetts, including the Cape and Islands. Rockland Trust offers a wide range of banking, investment, and insurance services to businesses and individuals through retail branches, commercial lending offices, investment management offices and residential lending centers. Rockland Trust has a long history of making banking efficient and accessible. In 1910, the founders of Rockland Trust were pioneers of a different type of "mobile banking" than we think of today in our high-tech society: automobile banking. In a Model T Ford, bankers drove to the people in the community who were without convenient banking facilities and brought Rockland Trust directly to them. It was the bank that made house calls. This tradition of coming up with innovative ways to serve their customers continues today. "If we do the right thing by our clients, we will be successful." - David B. Smith Rockland Trust's Managing Director and Chief Investment Officer, David B. Smith, CFA finds great fulfillment in connecting with clients and helping them realize their financial dreams. Ten years ago, Smith was profiled in The South Shore Magazine and called "The Tom Brady of Investing." A decade later, Brady is still going strong, and so is Smith! Because of his investment knowledge and expertise, he is often asked to appear on media outlets such as CNBC's "Power Lunch," Bloomberg Radio's "Baystate Business," NECN, Fox Business and The Wall Street Journal's "Your Money Matters." A Boston native and longtime resident of Hanover and Falmouth, Smith loves that he gets to help people in his own area. "Many clients who come to me I already know personally, or I know someone that they do. I value being someone who is relatable and easy to talk to." WHERE EACH RELATIONSHIP MATTERS Smith says that part of Rockland Trust's great success as an investment group is the comprehensive nature of their solutions and team approach. "Comprehensive wealth management delivers the services you need to help align your money with your life goals. Our Investment Management Group is excellent at coaching people about what to expect from the beginning, and then helping them stay on track toward achieving their goals." Not only do the investment managers map out a plan, they then stress-test the plan. "The last thing we want is for a client to have a financial issue they don't see coming, so we look at ways the plan could be put at risk," says by Erica Ford, photography by Susan Hagstrom Guiding Clients Every Step of the Way ROCKLAND TRUST'S INVESTMENT MANAGEMENT GROUP:

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