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Baystate Financial - A Tradition of Excellence

Planning for Good is proud to work in partnership with Baystate Financial, one of the largest private firms in Boston. This allows clients to benefit from the vast shared resources and multiple office locations for in-person meetings, as needed. For a list of offices with meeting space available, click here

Since its founding in 1901, Baystate Financial has provided comprehensive financial services including: life, disability and long-term care insurance, estate and retirement planning, education funding strategies, and investment management to a diverse client base. More than a century of providing guidance has made Baystate one of the oldest and largest wealth management firms in New England, with over 350 advisors and 250 support associates, all of whom contribute to building financial plans for a wide variety of individuals and families.



You’re always at the head of your planning team. My job is to make sure you have all the needed resources available to you. While I remain the primary contact for my clients, Baystate Financial has a team of professionals who are highly respected in the industry and who are available to assist us in designing and implementing strategies that can help you achieve your financial objectives.

See our team of professionals below.

Professional Resources

Bryan Morrell

Bryan Morrell

Executive Vice President

Abigale Shields

Abigale Shields

Director of Financial Planning and Co-chair of Diversity & Inclusion Council

Julia (J) Bergh

Julia (J) Bergh

Member of Financial Planning Team and Diversity & Inclusion Council

Alan Roycroft

Alan Roycroft

Senior Vice President - Investments

Herbert  Daroff

Herbert K. Daroff, JD*, CFP®

Agency Director / Estate & Business Planning Focus

Jennifer Shea

Jennifer Shea, JD*, MBA

Financial Planning Director

Mark McManus

Mark McManus

Annuities and Long Term Care Specialist

Catherine Utley, CFP®

Catherine Utley, CFP®

Financial Planning Consultant

Bob Piatelli

Bob Piatelli

Life Insurance Services

Thomas Carroll

Thomas Carroll

Financial Planning Operations Manager