Wealth Management & Trust Services
You know how to make money and build wealth. We know how to preserve it. Whether you need a portfolio manager who can help you meet your goals, or Trust Management or Estate Settlement services that will ensure that your intentions are carried out to the letter, we’re here for you.
- Portfolio Management
- Trust Services
- Estate Settlement
- Meet Our Team
Portfolio Management
Portfolio Management
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- Individually managed portfolios
- Confidential accounts
- Locally managed and serviced
When you ask GSB to manage your portfolio, you aren’t just investing money. You’re trusting us to help you plan for the future. We know that your portfolio is unique and requires personal attention. Our experienced investment officers will use expert research and analysis, combined with your valuable input, to manage your money productively.
We’ll construct and maintain your portfolio with the blend of investments that best suits your needs and objectives. We’ll take into account your lifestyle, age, retirement plans, tax status, and your investment risk comfort level. Of course, financial circumstances and goals can change, so we’re always ready to make adjustments as needed.
You can count on us to review your account regularly to make sure that the chosen investments remain appropriate to your goals. With constantly changing markets, this is a dynamic process, so our experts are always looking at changing business environments, fluctuating securities prices, unexpected changes for individual companies, and much more.
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Trust Services
Trust Services
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- Trust is administered according to the document and the donor’s intentions
- Highly trained staff with years of experience managing trusts
- Ensuring tax reporting is filed timely and accurately
There are few things as important as your financial safety and security. That’s why we have a team of experienced Trust professionals in-house. Impressed? We hope so; we’re the only local community bank who offers this kind of one-on-one, expert help, every step of the way.
Financial needs vary. Working by your side, we’ll develop financial strategies based on your personal situation. You’ll be as involved in your accounts as you want to be. We’ll welcome your calls and questions. You’ll even have a direct line to the department. You’ll receive regular updates and market news.
Last, but not least, you’ll get friendly, knowledgeable guidance from real professionals who know your name. We’re not just your bank, we’re family.
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Estate Settlement
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Being in Charge of an Estate Can Be Unsettling for a Family Member.
The person you choose as your Personal Representative to be in charge of your estate (formerly called an executor or executrix) will be responsible for a daunting list of tasks. For a grieving family member, this could represent an unintended burden that requires a wide range of expertise and a potentially huge time commitment.
And if this wasn’t enough, they will often have to contend with pressure from—and disputes with—beneficiaries who are usually other family members. The resulting “tug of war” can lead to lengthy delays, sometimes lasting years, and often resulting in the irreconcilable split among surviving family members.There is a Better Way: Estate Settlement Services from the GSB Wealth Management and Trust Services. We are a team of dedicated professionals who will take away the burden and worries of Estate Settlement and make sure that your estate is managed efficiently and according to your wishes.
As Your Personal Representative, we will:
- Enter the will into probate, and handle other legal requirements.
- Gather all of the personal property and arrange for support of the family.
- Obtain appraisals of required property for tax purposes.
- Review real estate records to assure timely payment of taxes and collection of rents.
- Evaluate contracts and leases, give necessary notices and comply with all requirements.
- Investigate all claims against the estate, and handle them accordingly.
- Collect all life insurance, rents, and other amounts.
- Prepare and file estate and inheritance tax returns, both federal and state.
- Pay related estate and inheritance taxes.
- Prepare a final accounting of the estate.
- Distribute the estate as directed by the will.
Call our Wealth Management & Trust Services team for an appointment to discuss your estate planning needs at (413) 775-8335.
Meet Our Team
Meet Our Team
Stephen B. Hamlin, CTFA
Senior Vice President & Senior Trust Officer. Steve is a Certified Trust & Fiduciary Advisor with over thirty five years of experience in trust banking and investment management. Prior to joining Greenfield Savings Bank, Steve served as Senior Portfolio Manager for several large New England regional banking and investment management companies. Steve is a graduate of the American Bankers Association National Trust School and oversees all aspects of the department; he is a client service officer specializing in the management of the investments for our clients’ portfolios.
Janice E. Ward, Esq., CFP®
First Vice President & Trust Officer. Janice is a Certified Financial Planner with over twenty years of experience in trust banking and wealth management. Janice started her career at the law firm of Campoli & Monteleone in Pittsfield, MA while attending law school. After law school, Janice worked at Legacy Bank, Greenfield Savings Bank and Berkshire Bank. Most recently, Janice worked at Citizens & Northern Bank in Pennsylvania as Executive Director & Chief Wealth Management Officer. Janice is a client service officer and serves a variety of client needs including financial planning, new business and trust administration. Janice oversees the estate planning and settlement department.
Linda M. Dagilus
Vice President & Trust Officer. Linda has over twenty five years of experience in the financial services industry. Prior to joining Greenfield Savings Bank, Linda served as Vice President for Fidelity Investments and Prudential Financial. Linda is a graduate of the Massachusetts College of Liberal Arts and is a graduate of the Stonier Graduate School of Banking at Wharton. Linda is a client service officer, oversees new business and works in investment management.
Prudence D. Blond, CTFA, CISP
Vice President & Trust Officer. Prudence is a Certified Trust & Fiduciary Advisor and Certified IRA Services Professional with over twenty years of experience in the financial services industry at Greenfield Savings Bank. Prudence is a graduate of Greenfield Community College, earned her General Financial Services diploma through the Center for Financial Training and her Personal Trust diploma through the American Bankers Association. Prudence is a client service officer and oversees the administration and tax departments.
Carmen L. Bassett
Vice President & Trust and Infinex Liaison Officer. Carmen has over twenty five years of financial services experience at Greenfield Savings Bank. Carmen is a graduate of Greenfield Community College and attended the Stonier Graduate School of Banking at Wharton. Carmen oversees the Bank's GSB Investment & Insurance group. Carmen is a client service officer and works in the administration and compliance departments.
Jean M. Dobias
Assistant Vice President & Trust Officer. Jean has over forty years of experience in the trust banking business in Franklin County joining Greenfield Savings Bank in 1994. Jean oversees the operations department and provides support to the administration and investment departments.
Ashley M. Gilbert
Trust Specialist. Ashley has over ten years of financial services experience at Greenfield Savings Bank. Ashley has taken several banking courses through the Center for Financial Training and trust and investment courses through the American Bankers Association. Ashley is a client service officer and works in the administration and investment departments.
Crisabeth M. Shearer
Trust Operations Associate. has over ten years of financial services experience at Greenfield Savings Bank. Prior to joining our team, Crisabeth worked as an Assistant Office Manager. Crisabeth has taken several banking and accounting courses through the Center for Financial Training and trust operational courses through Cannon Financial Institute. Crisabeth works in the operations department.
Alex Morin
Trust Operations Associate. Alex joined our team in March of 2022. He is a graduate of Bryant University where he earned a Bachelor’s Degree in Actuarial Mathematics with a minor in Finance. Alex works in the operations department.