South Shore Savings Bank   Home  |  Contact Us  |  What's New  |  Online Banking  |  Careers  |  Calculators

Rates  |  Apply Online  |  FAQs  |  Sign Up for our E-Newsletter   |   Privacy and Security
Personal BankingCommercial BankingSmall Business BankingInvestmentE-BranchLocations &  Hours
 
Investment
  Meet the Executives 
Investment executives with the Infinex Financial Group located at South Shore Bank offer investment solutions for individual financial goals.  A registered investment adviser representative can help you with retirement planning, college funds, wealth management and more.

To learn more about the Investment Center, you can call our Investment Center Executives below or stop by any branch.



Tom Burke

Tom joined South Shore Bank as Vice President and is an Infinex Investment Executive. He has been advising individuals and businesses for over 20 years. Serving as the primary advisor to his clients and helping them achieve their goals while simplifying and coordinating their financial lives is his mission. Tom holds the Series 7, 63, 65 registrations and Life and Health Insurance licenses.

He graduated in 1983 from Brown University with a degree in Organizational Behavior and Management and began a career as part owner of a family business, a senior executive at a pre-IPO technology firm and spent six years in wealth management in Switzerland with a large financial services firm. Tom serves as a board member of the Hanover Chamber of Commerce, the Hanover Housing Authority and the Hanover 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 Melanson

Phil joined South Shore Bank's Investment Center as a Financial Advisor in 2008 after spending 8 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 a Series 6, 7, 63, 65 registrations and his Life, Accident and Health Insurance License.

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.

Donna Bartholomew

With over 15 years in the investment industry, Donna has served as an Infinex Investment Representative at the Investment Center at SSB for the past nine years. She earned her Series 6 and 63 registrations while working in the customer call 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.

FINRA      SIPC
 

© 2012 South Shore Savings Bank. All rights reserved. Terms of Use | Privacy and Security