Baystate Financial
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.
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Baystate Financial
120 YEARS. ONE FOCUS. Since we opened our doors in 1901, we’ve developed the experience and expertise to better understand what our clients need to be successful. Put that knowledge to work and discover what is possible when the focus of an award-winning firm is on YOU. Baystate Financial has built a reputation for helping its clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth means to them; leverage with regard to the ways they integrate and coordinate their assets and income to build, protect and distribute wealth in an efficient and effective manner; and financial independence with the knowledge that they have made informed and appropriate decisions appropriate for the complex financial lives they tend to lead. “We believe that Baystate Financial's greatest strength is its network of talented people, the passion they have for their work, and the collaborative culture they embrace. All across New England, our associates make us a best place to work. Our focus always is to foster an environment that encourages their best thinking and supports their personal and professional development so that we bring the best to each other and to our clients day in and day out,” David C. Porter, Managing Partner. Baystate is headquartered in Boston MA, and has 16 office locations throughout New England. Baystate Financial specializes in many things such as financial planning, business and estate planning, retirement planning, as well as a variety of protection and investment products. Learn more about Baystate Financial here: http://www.baystatefinancial.com/ Securities and investment advisory services through MMLIS member SIPC (www.sipc.org). Baystate Financial is not a subsidiary or affiliate of MMLIS, or its affiliated companies. Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02116 617-585-4500