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Abigale Shields

Abigale Shields

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

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 planning and Personal Financial View software. Her role includes:

  • Providing comprehensive financial planning services for clients of the firm.
  • Analyzing client situations and developing recommendations for proposed planning solutions.
  • Approving financial plans for planners to deliver to clients.

Abigale graduated from Wheaton College in 2011 with a bachelor’s degree in Economics.