David W. Kelson, Jr.
Wealth Management Executive
David brings over 25 years of experience within many aspects of the financial services industry to South Shore Bank. David customizes specific wealth management strategies with the goal to preserve his clients' financial future and personal needs.
David began his career with Putnam Investments in 1995. Since then, he has worked for Liberty Funds, Sun Life Financial, and Santander Investment Securities where he spent 10 years as a Senior Financial Consultant. David holds FINRA registrations including 6, 7 and 63 with Infinex Financial Group, as well as the Massachusetts Life license.
David resides south of Boston with his wife and four children. His interests include spending time with his family, traveling and running. David ran the 2014 Boston Marathon and competed in the Lake Placid Ironman triathlon in 2015.