Rollstone Bank & Trust Welcomes Elizabeth Hagan as Financial Advisor for Rollstone

Leominster, MA – July 24, 2025 – Rollstone Bank & Trust (RBT) is pleased to announce the addition of Elizabeth (Liz) Hagan as a Financial Advisor for Rollstone Investment Services. This strategic hire underscores RBT’s continued commitment to helping individuals, families, and businesses navigate their financial journeys with assurance.
 
“We are excited to welcome Liz to the Rollstone Investment Services team,” said Wayne Carney, Senior Vice President & Senior Trust Officer at RBT. “Her expertise and client-first approach are a great match for our mission to help people and businesses flourish.”
 
Hagan has over 20 years of experience in the financial industry, most recently at Bank of America/Merrill, and holds a bachelor’s degree from Worcester State University. She has earned licenses for Series 6, 7, 63, and 66, held through LPL Financial, MA Health Producer, and MA Life Producer. Liz acts as coach, mentor, and advocate in her client interactions.
 
“I’m thrilled to join Rollstone Investment Services, so I can help clients navigate and manage their financial futures,” said Hagan. “My goal is to build long-term relationships and help people pursue their goals.”
 
 
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​Rollstone Bank & Trust (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
 
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Rollstone Bank & Trust and Rollstone Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Rollstone Investment Services, and may also be employees of Rollstone Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Rollstone Bank & Trust or Rollstone Investment Services. Securities and insurance offered through LPL or its affiliates are: