Board of Directors
As the owner and operator of Milestones Realty, Adam has helped countless South Shore families through significant life transitions.
The father of a fantastic young adult with special needs, Adam's understanding of true negotiating has been honored with doctors, hospitals, health plans, and school systems.
Adam brings energy, empathy, and joy to every task he encounters.
Joe has over twenty years of experience in accounting and finance for a range of organizations including the Stop & Shop corporation.
Whether he is working with numbers on a spreadsheet or kids on a ball field, Joe approaches situations with respect and concern.
Debby Kerr, LICSW
Debby is a former full time teacher, part time farmer, and home builder. She graduated from the University of Vermont with her BS in Education and from Boston University with her Masters in Social Work. Debby has worked with children of all ages and learning styles and their parents and families for over 25 years. Most recently, she was a clinical social worker at MVPediatric and Wellness Center in Quincy.
Debby and her husband John have two adult children, two dogs, and many interests including skiing, yoga, gardening, reading, and traveling. They recently welcomed their first grandchild.
Phil joined South Shore Bank in 2008 as a Vice President and an Infinex Investment Executive after spending eight years at Bank of America Investment Services. Phil's mission is to act as the primary advisor to his clients in helping them define the direction of their financial life. Phil carries the Series 6,7,63,65 registrations and life, accident and health insurance licenses.
After attending Westfield State College, he entered the U.S. Coast Guard, spending seven years as an electronics technician with distinction. He resides in Weymouth MA and enjoys golf, cycling and spending time with his family.
Bruce Weinstein, MD
Dr. Weinstein graduated Magna Cum Laude from Brown University and then completed his medical studies at the University of Connecticut School of Medicine. He fulfilled his internship and residency at Brigham and Women's Hospital in Boston and Harvard Community Health Care. Dr. Weinstein is Board Certified in Internal Medicine. Dr. Weinstein currently serves as the President of the Board of Directors at Compass Medical.