Baystate Financial Specialists
At Baystate, a large number of highly talented people have been assembled so that Jerry can draw on their expertise for wide-ranging client needs. On a daily basis, a core team of professionals are dedicated to ongoing client service. Their shared goal is to work together to anticipate and respond to needs and questions in a timely and informative manner.
Client Service Manager
Michelle Ducharme
Direct: 617.585.4555 | Email: mducharme@baystatefinancial.com
Financial Planning
Abigale Sheilds
Director of Financial Planning, PFV
Estate & Business Planning
Jennifer Shea, JD**, MBA, CFP®, CRPC®
Director of Estate and Business Planning
Herb Daroff, JD**, CFP®
Director of Estate and Business Planning
Rick Petrucci, JD**, CFP®, CPA®
Director of Advanced Markets
Investment Services
401(k) and Retirement Plans
Steve Cunha, CFP®, CLU®, CLTC
Retirement Plan Coordinator
Insurance Products
Life and Disability
Robert Piatelli,
Director of Life Insurance Products
Long Term Care and Annuities
Mark McManus,
Senior Vice President
Strategic Alliance
Group Benefits, provided by Eastern Benefits
Scott MacKilligan*
Tony Macsata*
Sheila Daly*
Joe O'Day*
Nick Popovich*
*Scott MacKilligan, Tony Macsata, Shelia Daly, Joe O'Day and Nick Popovich are employees of Eastern Benefits, a non-affiliate third party group benefits provider. Eastern Benefits is not an affiliate of MML Investors Services, LLC.
Products and services offered by unaffiliated insurers are not guaranteed, endorsed or recommended by MML Investors Services, LLC.
**Licensed not practicing.