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Joseph Davies

Joseph Davies, CFP®, ChFC®                     Private Wealth Advisor

Joseph Davies, CFP®, ChFC®                     Private Wealth Advisor

As a private wealth advisor, 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 a business and finance degree from Gordon College. He has 15 years of investment advisory experience, and is a CERTIFIED FINANCIAL PLANNER professional. Joe is also a board member of the Boston Chapter of the Society of Financial Service Professionals.

Joe lives in Manchester-by-the-Sea, MA, with his wife Eden, their daughters Seraphina, Dahlia and Aurora. Combining his passions for the arts and community outreach, Joe serves on committees for the Peabody Essex Museum, and the Boston Landmarks Orchestra, which provides free summer orchestral concerts and connects inner city youth with more than 25 cultural, education and social service program partners. Additionally, Joe is also a regional board member for HOPE International, a micro finance and savings organization that helps individuals in developing nations rise out of poverty. During his free time, you can find Joe on the links, the slopes, or the tennis court!

Schedule a Meeting with Joe