Joseph Davies

Joseph Davies, CFP®, ChFC® is a seasoned Financial Advisor at Baystate Financial, with a tenure beginning in May 2006. Joseph emphasizes the importance of knowledge in achieving financial success and is dedicated to providing clients with the necessary resources for informed financial decision-making. Prior experience includes an internship in Private Executive Services at Merrill Lynch, where Joseph contributed to a wealth advisory group managing over 10 billion in client assets. Joseph's educational background includes a Bachelor of Arts in Finance and Business Administration from Gordon College and completion of the CFP® Certification Curriculum at The American College of Financial Services.