MNB Wealth Management Logo

Unlike many financial institutions in this area, The Milford National has been offering investment and trust services since 1926, which allows us to be a full financial resource for our clients.  We are staffed with an experienced group of investment professionals, well trained to help you navigate the often complicated and daunting investment process. Together our team has more than 100 years of investment industry experience.  We offer a personalized, one-on-one approach that larger banks simply can’t match. This personal attention provides you with steady guidance on the opportunities that best suit your goals.

Team - Scott Scales

Scott L. Scales

Vice President, Department Manager

Before joining the group as Department Manager in 2010, Scott served as Senior Vice President, Trust Officer/Relationship Manager at Citizens Investment Management Services, Providence, RI and Boston, MA. He held previous positions at New England Trust Company, Fidelity Management Trust Company and State Street Bank & Trust Company.


Email Scott

Team - Lisa Rodrigues

Lisa J. Rodrigues

Operations Manager

Lisa began her career in banking in 1984 and has held various positions at the Bank. In 1993 Lisa was appointed to Operations Manager and is responsible for managing the daily operations of the group. She holds a Bachelor’s Degree in Business Administration.


Email Lisa

Team - Kathy Toomey 

Kathy Toomey

Administrative Assistant

Kathy became a member of the MNB Wealth Management Team in January 2017 as an Administrative Assistant. Prior to joining the Bank, Kathy worked for a financial investment firm in Wellesley, MA. 


MNB Wealth Management has been offering investment and insurance products and services through Infinex Investments, Inc. since 2005. 

Team - Jackie Sherman

Jackie Sherman-Herne

AVP, The Milford National Bank and Trust Company 
Registered Representative, Infinex Investments Inc.*

Jackie has held various positions since joining the Bank in 1990. In 1997 she accepted a position with the group and in 2007 became a registered representative of Infinex Investments, Inc. Jackie works with customers to achieve their financial goals through a variety of mutual funds, annuities and life insurance products. She holds a FINRA Series 6 & 63; Registered Representative in MA, RI, CT & FL. She holds a Life, Accident & Health Insurance license in MA and RI.


Email Jackie

BrokerCheck by FINRA

*MNB Wealth Management is a trade name of The Milford National Bank and Trust Company. Brokerage services are offered through INFINEX INVESTMENTS, INC., Member FINRA / SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Infinex and The Milford National Bank and Trust Company are not affiliated.


Back to Top