The advisors of the Investment Center bring over 50 years of combined experience to help clients achieve their financial goals. Working as a team, The Investment Center provides clients with multiple points of contact and an expanded set of ideas, analysis and critical thinking to help you develop and implement a successful financial plan.
Tom joined South Shore Bank as a Vice President and is an Infinex Investment Executive. He has been advising individuals and businesses for over 20 years, serving as his client’s primary advisor and helping them achieve their goals. Simplifying and coordinating their financial lives is his mission. Tom holds the Series 7, 63, 65 and life and health insurance registrations.
He graduated in 1983 from Brown University with a degree in Organizational Behavior and Management and began a career as owner of a family business, moving on to roles as a senior executive at a pre-IPO technology firm and spent six years in Switzerland with a large financial services firm. Tom serves as a board member of the Hanover Chamber of Commerce, and the Hanover Housing Authority and Affordable Housing Trust. He now resides in Hanover with his wife, Kelly and their two children and enjoys coaching youth sports, cooking and spending time with his family.
Phil joined South Shore Bank in 2008 as a Vice President and an Infinex Investment Executive after spending eight years at Bank of America Investment Services. Phil's mission is to act as the primary advisor to his clients in helping them to define the direction of their financial life. Phil carries the Series 6,7,63,65 registrations and his life, accident and health insurance registrations.
After attending Westfield State College, he entered the U.S. Coast Guard, spending seven years as an electronics technician with distinction. He resides in Weymouth MA and enjoys golf, cycling and spending time with his family.
With over 15 years in the investment industry, Donna has served as an Infinex Investment Representative at The Investment Center for the past ten years. She earned her Series 6 and 63 registrations while working in the customer service center at Scudder Investments and has since earned an insurance producer’s license.
Donna feels strongly about the importance of providing a high level of personalized customer service at a time when many industries are failing in that regard. When she is not at the office, Donna enjoys cooking, gardening, reading, exercising and most importantly, spending time with family.
Investment products and services are offered through INFINEX INVESTMENTS, Inc. Member FINRA/SIPC. The Investment Center at South Shore Bank is a trade name of the Bank. Infinex and the bank are not affiliated. Products and services made available through Infinex 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.