David W. Kelson, Jr.
Wealth Management Executive
dkelson at infinexgroup dot com
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.
Schedule a Consultation Today
Schedule a confidential, no-obligation consultation today. Contact the Wealth Management Center at South Shore Bank 781.682.3209.
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.