SPECIAL ADVERTISING SECTION Wealth & Legacy / Wealth Management
ROCKLAND TRUST INVESTMENT MANAGEMENT GROUP
10 Memorial Blvd . Providence , RI 02903 781-982-6523 RocklandTrust . com / Wealth & Investments
Top row , from left : GARY FRIEDMANN , CFA , CFP ®, Vice President and Portfolio Manager
SUSAN DEWSNAP , CFP ®, Vice President and Relationship Manager
PETER COSTA , Vice President and Premier Product Account Manager
WILLIAM MAHONEY , CFP ®, Senior Vice President and New Business Manager
LISA FARIAS , Investment and Trust Administrator III Bottom row , from left : ELAINE COCLIN , Investment and Trust Administrator II JUNE ZITO , Vice President and Relationship Manager
At Rockland Trust Investment Management Group ( IMG ), we provide comprehensive wealth management through a personal approach designed to fully understand where you are now , where you want to go and what you will need to get there . We help guide our clients through times of uncertainty and times of need by helping them make good financial decisions that protect their shortand long-term goals . That is why we build your team thoughtfully , carefully selecting the individuals with the expertise you need today and with the flexibility to add new team members or capabilities as your needs evolve tomorrow . We combine the extensive resources and expertise of a large institution with the deeply personal service you expect from a community bank . At IMG , our mission is to offer you more than you expect — but just what you need .
From left to right : JAMES CARLISLE , Vice President – Senior Financial Associate ;
COURTNEY MAHONEY , First Vice President – Financial Advisor ;
MAUREEN KERRIGAN , Managing Director – Financial Advisor ;
LISA LISTRO , Senior Registered Client Associate
154 RHODE ISLAND MONTHLY l AUGUST 2024
KERRIGAN MAHONEY INVESTMENT GROUP
500 Exchange St ., Suite 1102 Providence , RI 02903 401-457-1916 kerriganmahoneygroup . com
Committed to delivering world-class investment solutions and outstanding customer service , our team represents diverse backgrounds , including credit and analytical experience . We make every effort to foster meaningful relationships and always serve the best interest of our clients and their families . Our approach to your financial wellbeing involves a comprehensive understanding of your life and any
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency , are not deposits or other obligations of , or guaranteed by , a bank or any bank affiliate , and are subject to investment risks , including possible loss of the principal amount invested . unique circumstances that might influence your investment decisions . By analyzing what matters in your life we dedicate our every effort to help you reach your ultimate financial success .
Our team sustains multigenerational relationships founded on trust , transparency , expertise and respect . We consider how to grow and protect your wealth , as well as determine a targeted plan for your retirement .
The 2024 Forbes Best-In-State Wealth Management Teams award was announced January 2024 . Data as of 3 / 31 / 23 . The award was developed by SHOOK Research and is based on in-person , virtual and telephone due diligence meetings and a ranking algorithm that includes : a measure of each team ’ s best practices , client retention , industry experience , review of compliance records , firm nominations ; and quantitative criteria , including : assets under management and revenue generated for their firms . Investment performance is not a criterion because client objectives and risk tolerances vary , and advisors rarely have audited performance reports . SHOOK ’ s research and rankings provide opinions intended to help investors choose the right financial advisor and team , and are not indicative of future performance or representative of any one client ’ s experience . Past performance is not an indication of future results . Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking . The financial advisor does not pay a fee to be considered for or to receive this award . This award does not evaluate the quality of services provided to clients . This is not indicative of this financial advisor ’ s future performance . © 2024 RBC Wealth Management , a division of RBC Capital Markets , LLC , registered investment adviser and Member NYSE / FINRA / SIPC .