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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.

Find Baystate Financial employees' phone numbers or email addresses

Baystate Financial Global Highlights

Location
Employees

North America
721

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  • United States Of America
    720
  • Canada
    1

Asia
1

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  • Philippines
    1

Baystate Financial's Leadership

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

Baystate Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Program & Project Management
  • Product Management
  • Other
  • Business
  • Consultant
  • Legal

Contact profiles from Baystate Financial

Name
Title
Contact
Location
Last Update
  • Financial Advisor at Baystate Financial
    R. W.
    Financial Advisor
    Mobile Phone
    Sep 03, 2026
  • Financial Representative at Baystate Financial
    C. R.
    Financial Representative
    Mobile Phone
    May 31, 2026
  • Financial Advisor at Baystate Financial
    M. H.
    Financial Advisor
    Mobile Phone
    May 30, 2026
  • New Business Coordinator at Baystate Financial
    T. E.
    New Business Coordinator
    Mobile Phone
    Sep 03, 2026
  • Intern at Baystate Financial
    H. W.
    Intern
    Mobile Phone
    Sep 01, 2026
  • Financial Advisor at Baystate Financial
    A. O.
    Financial Advisor
    Mobile Phone
    Jun 10, 2026
  • Investment Advisor Representative, Financial Services Representative, Financial Advisor at Baystate Financial
    A. J.
    Investment Advisor Representative, Financial Services Representative, Financial Advisor
    Mobile Phone
    Oct 23, 2024
  • Sales Support Associate at Baystate Financial
    A. P.
    Sales Support Associate
    Mobile Phone
    Oct 17, 2024
  • Financial Advisor at Baystate Financial
    B. G.
    Financial Advisor
    Mobile Phone
    Apr 23, 2025
  • Accounting Clerk at Baystate Financial
    C. C.
    Accounting Clerk
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Baystate Financial known for?

Minus sign iconPlus sign iconBaystate Financial was founded in 1901 and operates in the Financial Services industry. You can contact Baystate Financial's 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?

Minus sign iconPlus sign iconBaystate Financial employees' email format typically follows the pattern of FLast@baystatefinancial.com. 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?

Minus sign iconPlus sign iconBaystate Financial has approximately 528 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are Baystate Financial's key employees and leadership?

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As of August 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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