Rockland Trust announced today the hiring of Claudia Bender, CFP® as vice president and relationship manager for the bank’s Investment Management Group (IMG).
Bender will be helping clients work toward their short and long-term financial goals through detailed financial planning, wealth management, and estate planning analysis. She will work primarily out of IMG’s Osterville office and assist clients across Cape Cod, Martha’s Vineyard, Nantucket and the South Coast.
She has more than 16 years of experience working in the financial services industry. Prior to joining Rockland Trust, she held positions at Eastern Bank Wealth Management, Morgan Stanley and Bank of America/Merrill Lynch.
Bender earned her bachelor’s degree in Psychology from Connecticut College and her master’s degree from Boston University. She holds a Certificate in Financial Planning from Boston University and has had her CFP® designation since 2012.
A resident of Marion, Claudia serves on the Financial Stability Impact Team for the Cape and Islands United Way.