How may we help you?
Contact our team today to discuss our wealth solutions.
Please select an area below to view the team members who can assist you.
Need Help?
Trust and Asset Management
Senior Vice President, Chief Wealth Management Officer
508-247-2350
Wealth Advisor
508-247-2107
Vice President, Wealth Management Officer
508-247-1630
Vice President, Senior Wealth Management Officer, Estate Settlement
508-247-1347
Vice President, Senior Investment Officer, Manager Financial Planning
508-247-1878
Senior Vice President, Chief Investment Officer
508-247-2373
Senior Vice President, Chief Fiduciary Officer
508-247-2103
Vice President, Wealth Management Officer
508-247-1802
Senior Investment Officer
508-247-2240
Vice President, Senior Wealth Management Officer
508-247-2370
Wealth Advisor
508-247-1636
Vice President, Senior Investment Officer
508-247-2585
Vice President, Senior Wealth Management Officer
508-247-2377
Vice President, Senior Financial Advisor
508-247-2330
Vice President, Senior Investment Officer
508-247-1868
Vice President, Senior Investment Officer
508-247-2581
Vice President, Senior Investment Officer
508-247-2292
Investment Services
Osaic Institutions Investment Executive
508-247-2172
Osaic Institutions Investment Executive
508-247-2514
Osaic Institutions Investment Executive
508-247-2137
To learn more about the members of our investment services team, access the BrokerCheck® service below provided by the Financial Industry Regulatory Authority (FINRA).
Brokerage services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Cape Cod 5 Investment Services is a trade name of the bank. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
| • NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE • |
