Joseph "Joe" Selvaggi


    Focus: Insurance Strategies, Investment Strategies, Business Owners, Special Care, Financial Education, Estate Planning, Business Succession Planning, Charitable Giving, College Funding Strategies, Retirement Income Planning, Risk Management Strategies

    Languages: English

    As a financial planner and investment advisor representative, Joe’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. He is trained and licensed to provide financial solutions to his clients and prospects.

    His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Joe is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients. 

    Joe holds BS in Engineering from Worcester Polytechnic Institute and a Master of Public Administration from Harvard University. He has 5 years of investment advisory experience, and is has his series 7, 66 and 31 securities licenses.


    Joe lives in Boston, with family his wife Pauline Donnelly. Joe is an avid distance runner and cyclist and enjoys being engaged in local non-profits that make Boston such livable city.

    Education

    Worcester Polytechnic Institute
    Harvard Kennedy School

    Hobbies

    Distance Running
    Cycling
    Traveling

    Affiliations & Memberships

    Financial Industry Regulatory Authority, Inc. (FINRA)

    Community Involvement

    Friends of the Public Garden
    Esplanade Association
    St. Francis House
    Neighborhood Association of Back Bay

    See Joseph’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Joseph

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    Baystate Financial

    Main Office

    200 Clarendon Street 19th Floor
    Boston, MA 02116-5021

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    CRN202105-248752