CEO Martin Connors talks about Wealth Management
On this edition of the Rollstone Bank and Trust podcast President and CEO Martin Connors talks about Wealth Management. Wealth Management is a critical part of Rollstone Bank and Trust. Connors speaks to us about traditional trust and the brokered dealer platform. Many customers have assets on both platforms. Communication is key, especially over these last few months, and that is discussed as to how much risk tolerance clients have. Investment management, wealth planning, get in touch at Rollstonebank.com.