Wealth Management Team

Wealth Management Team

Rollstone Bank & Trust is the only Bank in the region with a locally based Trust department. Led by Marty Connors, CPA, and Wayne Carney, RBT’s Wealth Management will help you develop a plan to ensure financial stability for yourself and your loved ones.

Wayne Carney

Wayne Carney is the Senior Vice President and Senior Trust Officer of RBT’s Wealth Management Division. He has been with RBT since 2008, and has nearly 30 years' experience helping clients meet their financial objectives. Wayne leads the Rollstone team of advisors in all areas of Wealth Management, including investment management, trust and estate administration, and business development, and serves as the primary point of contact for wealth management clients, and their attorneys and advisors.

 

Matthew Smith

Matthew C. Smith is the Vice President of RBT’s Wealth Management Division. He has been with RBT since 2011 and has worked in the securities industry since 1996. Matthew is an active member of the community, serving on the board of the Beacon of Hope, and is a member of the Wachusett Area Rotary club. Matthew assists individuals and businesses in creating a financial plan to help them reach their financial goals.

 

Peter St. George

Peter St. George is the Trust Investment Officer for Rollstone Bank and Trust. In 2011 he joined RBT as a Financial Advisor and has been involved in all areas of RBT’s Wealth Management division during his tenure. In 2011 Peter earned the Life Underwriter Training Council Fellow (LUTCF) designation and continues to serve RBT’s clients in areas of investment management as well as trust and estate administration.

 

Ashleigh Gelinas

Ashleigh Gelinas, Esq., is a Senior Trust Advisor in the Wealth Management Division. She is a 2005 graduate of Florida State University, and a 2008 graduate of Suffolk University Law School. Ashleigh is admitted to the Massachusetts bar, and her legal practice has focused on the areas of Estate Planning, Trust and Estate Administration, Probate of Estates, Guardianship/Conservatorship, and Elder Law. She joined the RBT team in 2022.

 

 

 

 

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