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Meet the Advisors

The advisors of the Investment Center can help you plan for the future and be there for you every step of the way with sound advice. You can rely on an entire team of specialists that are dedicated to helping with wealth management, college, retirement and financial planning services.
Patrick C. Dougherty

Patrick C. Dougherty

Vice President South Shore Bank

Infinex Investment Executive

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David W. Kelson, Jr.

David W. Kelson, Jr.

Vice President South Shore Bank

Infinex Investment Executive

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Albert A. Smith, Jr.

Albert A Smith, Jr.

Vice President South Shore Bank

Infinex Investment Executive

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IA - Donna Bartholomew

Donna Bartholomew

Infinex Investment Representative

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Donna Skuncik

Donna L. Skuncik

Infinex Investment Representative

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Sue Mercurio

Sue Mercurio

Infinex Investment Sales Assistant

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Schedule a Consultation Today

Schedule a confidential, no-obligation consultation today. Contact The Investment Center at South Shore Bank consult with Patrick (781) 664-6354, David (781) 682-3209, or Albert (781) 682-3217


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Check out our Financial Answer Center

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.

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