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
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.
Worcester Polytechnic Institute
Harvard Kennedy School
Affiliations & Memberships
Financial Industry Regulatory Authority, Inc. (FINRA)
Friends of the Public Garden
St. Francis House
Neighborhood Association of Back Bay
Check the background of this investment professional on FINRA’s BrokerCheck
200 Clarendon Street 19th Floor
Boston, MA 02116-5021