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

 

 

 


 

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*

Kathy Jalbert

Deb Hoffman

 

*Scott MacKilligan, Kathy Jalbert, and Deb Hoffman 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.