Rockland Trust’s Investment Management Group is expanding its insurance offerings by launching personal risk property and casualty insurance advisory services.
The insurance advisory team partners with National Financial Partners Corp. to analyze each client’s insurance philosophy, lifestyle, and existing insurance program, the bank said in its announcement, to identify potential discrepancies and recommend solutions to better protect their assets. The bank said this partnership allows the insurance management group to deliver specialized expertise and customized property casualty plans backed by a nationwide footprint.
With the creation of a new insurance offering, Meghan Kelly, vice president of Wealth Insurance Advisory, joined the Hanover-based bank’s investment management group. In her role, she will provide clients advice on how to appropriately structure coverage and reduce exposure across their current insurance portfolio.
“As a relationship-oriented bank, we are constantly seeking opportunities to support and protect our clients throughout their lives,” Rockland’s Chief Investment Officer David Smith said in a statement. “Bringing Meghan on board allows us to provide our clients with comprehensive, structured, insurance advisory services, so that they are fully prepared for unexpected events that may arise. Her expertise enhances our comprehensive wealth management offerings and enables us to better serve our clients.”
Kelly has worked in the property and casualty insurance industry since 2012 and in the private client space since 2014. Prior to joining Rockland Trust, she was a strategic account executive in the private client group of HUB International and was previously a senior account executive in the private client group at Eastern Insurance.




