Sales Support Consultant II / Financial Planning Team Member
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.