Team
Our investment consultants care about your dreams as much as you do.
Your investment and financial planning needs are yours and only yours. So is the investment plan you’ll create with your SSB Investment Services financial consultant.
By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our office at the financial institution maintains a constant commitment to putting service first.
Jason Main
Senior Vice President, Investment Services
Jason joined Southbridge Savings Bank in March of 2000 when he and the bank’s senior management team implemented SSB Investment Services. He brings with him 23 years of experience as a Financial Advisor.
John joined Southbridge Savings Bank and LPL Financial in 2005. He began his career at a Wall Street firm after graduating from Bryant College and built his practice among several national financial planning companies. He has 20 years...
Jamey joined Southbridge Savings Bank in September of 2005 as a Sales Assistant. Jamey holds her Series 6 and Series 63 registrations through LPL Financial and serves as the departments’ licensed sales assistant. Jamey started her...
Shirley Lamb
Investment Clerk
Shirley joined Southbridge Savings Bank in October of 2014 as an Investment Clerk, assisting with daily office operations. She started her banking career in 2002, providing Customer Service and as a Teller. She then was promoted to the...