What departments does Baystate Financial have?

Baystate Financial has employees across 12 departments including Finance, Marketing, Entrepreneurship, Operations, Sales.

What is the largest department at Baystate Financial?

The largest department at Baystate Financial is Banking with 7 employees.

Where are Baystate Financial employees located globally?

Baystate Financial has employees across 3 continents and 5 countries including Philippines, Lebanon, United States Of America, Canada, New Zealand.

How has Baystate Financial's team size changed over time?

Baystate Financial's team has decreased from approximately 536 to 499 employees based on available data.

Baystate Financial Employee Directory

Financial ServicesMassachusetts, United States501-1000 Employees

Baystate Financial is a long-established financial services firm headquartered in Boston, serving individuals, families, and businesses. Founded in 1901, it offers financial planning, estate strategies, and retirement solutions designed to help clients gain clarity and financial independence. With 17 offices across New England and Florida, the firm emphasizes collaboration among a network of professionals to deliver tailored guidance.

Securities and investment advisory services are provided through MMLIS, a SIPC member. The company has earned regional recognition as a top place to work and for corporate citizenship in recent years. In early 2026, Baystate Financial announced the retirement of its Managing Partner after three decades of leadership.

Baystate Financial Global Highlights

North America
744

United States Of America
741
Canada
3

Asia
2

Philippines
1
Lebanon
1

Oceania
1

New Zealand
1

Baystate Financial's Leadership

A. W.
Chief Executive Officer, Financial Planner
Mobile Phone
Email
C. M.
Chief Marketing Officer
Mobile Phone
Email
J. S.
President, Ea
Mobile Phone
Email
N. P.
President Chief Executive Officer
Mobile Phone
Email
B. P.
Partner
Mobile Phone
Email
G. M.
Partner
Mobile Phone
Email
G. M.
Partner
Mobile Phone
Email
P. L.
Owner
Mobile Phone
Email

Baystate Financial Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Finance
Program & Project Management
Product Management
Other
Business
Consultant

Contact profiles from Baystate Financial

Name

Title

Contact Info

Location

Last Update

D. P.
Principal
Mobile Phone
Email
Oct 16, 2024
G. L.
Principal
Mobile Phone
Email
Oct 23, 2024
G. S.
Principal
Mobile Phone
Email
Oct 17, 2024
J. H.
Principal
Mobile Phone
Email
Oct 16, 2024
J. E.
Principal
Mobile Phone
Email
Oct 16, 2024
K. P.
Principal
Mobile Phone
Email
Oct 17, 2024
K. Z.
Senior Consultant
Mobile Phone
Email
Oct 17, 2024
S. K.
Senior Support Assistant
Mobile Phone
Email
Apr 26, 2025
S. F.
Financial Services Representative
Mobile Phone
Email
Jul 08, 2026
B. A. R.
Financial Advisor
Mobile Phone
Email
Jun 25, 2026

Frequently Asked Questions

What is Baystate Financial known for?

Baystate Financial was founded in 1901 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-617-585-****

. Explore Baystate Financial's company overview page for more information.

What is Baystate Financial's most common email format?

Baystate Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Baystate Financial email formats with LeadIQ.

How many employees does Baystate Financial have currently?

Baystate Financial has approximately 509 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaOceania.

Who are Baystate Financial's key employees and leadership?

As of July 2026, Baystate Financial's key employees include:

Chief Executive Officer, Financial Planner: A. W.
Chief Marketing Officer: C. M.
President, Ea: J. S.
President Chief Executive Officer: N. P.
Partner: B. P.

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Baystate Financial Employee Directory

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