Broker Check

Affiliated Associates

Herbert K. Daroff, J.D*, CFP®, AEP®

Estate & Business Planning Focus | Financial Services Representative


Herb is an attorney by education and very proud to be a financial services representative by profession. He works in Estate and Business Planning for Baystate Financial in Boston where he provides custom case design. He has been...
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Jennifer Shea, J.D.*

Agency Director - Advanced Markets


Jennifer Shea is an Attorney by education and heads up the Estate and Business Planning department at Baystate Financial. In this role, Jennifer partners with Financial Advisors to provide subject matter expertise to help identify and...

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Abigale Shields

Director of Financial Planning


Abigale began her career in 2011 with Baystate Financial on the Sales Desk as a sales support consultant and transitioned to the Financial Planning Department in late 2012. Abigale is responsible for managing the firm’s financial...

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Richard Petrucci Jr. JD*, CPA, CFP ®

Agency Director-Advanced Markets



Rick Petrucci focuses in the areas of estate planning, business succession planning, financial planning, executive compensation planning, taxation, asset protection planning, special needs planning and elder law. Previously, Rick had...

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