St. Mary’s Bank is pleased to welcome Biren Patel, CFP, who was recently hired as a wealth management advisor, joining St. Mary’s Financial Services. In this role, Patel will provide financial advice to members and employees through non-traditional banking services, which include brokerage and financial services such as estate, investment, retirement, and educational planning. He will also manage administrative support staff to accomplish various departmental goals and business objectives.

“Biren will play a key role in helping members and employees pursue their individual financial objectives,” said Leo Simard, chief retail officer. “His progressive financial sales and consulting experience will be a terrific asset to our team.”

Prior to joining St. Mary’s Bank, Patel worked as a fixed income specialist and investment solutions representative at Fidelity Investments in Merrimack. His professional employment experience in finance also includes time spent at Bar Harbor Financial Services, Citizens Investment Services, and TD Bank. Patel holds a BS and MS in Business Administration, Finance from University of Massachusetts Lowell. He also holds Certified Financial Planner™ designation.


Biren Patel, Wealth Management
Advisor at St. Mary’s Financial Services.