Hanover, MA – April 10, 2025 – Rockland Trust’s Investment Management Group (IMG) is expanding its insurance offerings by launching Personal Risk Property & Casualty Insurance Advisory Services. Joining the IMG team is Meghan Kelly, Vice President of Wealth Insurance Advisory, who will provide IMG’s 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,” said David Smith, Managing Director and EVP, Chief Investment Officer at Rockland Trust. “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.”The Insurance Advisory team partners with National Financial Partners Corp. (NFP), to analyze each client’s insurance philosophy, lifestyle, and existing insurance program to identify potential discrepancies and/or insufficiencies and recommend solutions to better protect their assets. The partnership with NFP allows IMG to deliver specialized expertise and customized, detailed, property casualty plans backed by a nationwide footprint.
Kelly has worked in the P&C insurance industry since 2012, and in the private client space since 2014. Prior to joining Rockland Trust, Kelly 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. Meghan received her BFA in Photography from Lesley University and she attained the Chartered Private Risk and Insurance Advisor designation through the Private Risk Management Association.
