Rockland Trust portfolio managers named to Boston Magazine's 2010 Five Star Wealth Manager list

Published on Wednesday, February 03, 2010


Rockland Trust Investment Group Portfolio Managers Brian Callow and William Lavelle have been named to Boston Magazine’s Five Star Wealth Manager list for 2010, it was announced today. The annual award is given based on information provided by more than 100,000 Wealth Management customers in the Boston area. Candidates were ranked on nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations, and overall satisfaction. The final list includes an elite group of less than 7 percent of the wealth managers in the Boston area. Mr. Callow and Mr. Lavelle are featured in the February issue of Boston Magazine.

“I’m proud of Brian and Bill’s appointment to this elite group, as it recognizes the things that they encompass in their work – integrity, competency, professionalism, and knowledge,” stated David Smith, Chief Investment Officer, Rockland Trust Investment Management Group. “It’s a testament to the kind of individuals that comprise the Investment Management Group at Rockland Trust. We are a top-level investment management team with knowledgeable team members and a commitment to building relationships through a proactive, individualized approach to wealth management.”

About Rockland Trust
Rockland Trust Company is a full-service community bank headquartered in Massachusetts, with approximately $4.5 billion in assets. The sole bank subsidiary of Independent Bank Corp. (NASDAQ: INDB), Rockland Trust provides a wide range of consumer, business, investment, and insurance products and services. Rockland Trust’s network consists of 70 retail branches, 11 commercial lending centers, four mortgage banking centers, and four Investment Management Group offices located throughout Eastern Massachusetts. To find out why Rockland Trust is the bank “Where Each Relationship Matters®”, please visit www.RocklandTrust.com
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