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Baystate Financial

Personal attention from experienced professionals. Baystate Financial.

    The Baystate Financial Team

    Meet Our Partners

    Success is seldom a solo act.
    Nowhere is this truer than in personal, family, and enterprise financial strategies. Given the complex, high-stakes nature of what we do, we have assembled a team of more than 350 financial advisors and specialists, over 100 active brokers, hundreds of staff, and a network of resources and support across 16 offices throughout New England.

    dave porter

    Dave Porter

    Managing Partner

    michael yoken

    Michael Yoken

    Partner

    gregory meahl

    Gregory Meahl

    Partner

    Here To Help You Achieve Your Goals

    Baystate Financial has a team of professionals who are respected in the industry. These individuals are available as a resource to work with you and your advisor to design and implement a financial strategy to help you achieve your financial goals. Whether you are a business owner, rising executive or retiree, Baystate Financial has the expertise you need to develop a strategy designed to help meet your needs.

    alan roycroft

    Alan Roycroft

    Senior Vice President, Investments

    glenn noland

    Glenn Noland, ChFC, CLU

    Director – Advanced Markets

    Bob Porack

    Director of Brokerage

    stephen cunha

    Stephen Cunha, CFP®, C(k)P, AIF, CRP

    Vice-President & Retirement Plan Coordinator

    jennifer shea

    Jennifer Shea, JD, MBA

    Director – Financial Planning

    herb daroff

    Herb Daroff, JD, CFP, AEP

    Director – Estate & Business Planning

    bob piatelli

    Bob Piatelli

    Director – Life Products

    abigale hull magruder

    Abigale Hull Magruder

    Co-Director Financial Planning

    richard petrucci

    Richard Petrucci, JD, CPA, CFP

    Director – Advanced Markets

    bryan morrell

    Brian Morrell

    Director Sales Desk

    mark mcmanus

    Mark McManus

    Senior Vice President

    Our Door Is Always Open

    You can contact us at any time, particularly if things change. Our team is always available to talk with you.
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