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Donna Bartholomew
Donna has been the “go to” client services assistant for the Wealth Management group since 2002. Her many years of industry knowledge, and mutual fund and insurance licensing credentials, allow Donna to assist our clients with any questions or concerns that they may have. Because personalized customer service can sometimes be hard to find, providing a high level of customer care is of the utmost importance to her. Donna has a long standing and established rapport with our existing South Shore Bank clients and is excited to be able to offer the same level of service to new investment clients.
When she is not at the office, Donna enjoys activities such as kayaking, snow shoeing, hiking the many nature trails in the area, gardening, hosting dinner parties, baking, reading and especially spending time with her large extended family.
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. South Shore Bank and the Investment Center at South Shore Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the Investment Center at South Shore Bank and may also be employees of South Shore Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South Shore Bank or the Investment Center at South Shore Bank. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
South Shore Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. South Shore Bank is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.