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My Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Joseph Davies, CFP®, ChFC®

Private Wealth Advisor

(617) 585-4524

jdavies@baystatefinancial.com

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!

Jennifer Shea, JD*, MBA

Agency Director - Financial Planning & Advanced Markets

 

 Jennifer Shea is an Attorney by education and heads up the Estate and Business Planning department at Baystate Financial.  In this role, Jennifer partners with Financial Advisors to provide subject matter expertise to help identify and create customized solutions for clients. Jennifer is well-versed in all areas of financial planning and has   developed particular expertise in the areas of estate planning, insurance, philanthropy and retirement.

Jennifer received a B.S. from The Pennsylvania State University, J.D. from Syracuse University College of Law, and M.B.A. from Syracuse University School of Management. While in law school, she served as Executive Editor of the Syracuse Law Review.

Prior to joining Baystate Financial, Jennifer was a Senior Planning Specialist at Merrill Lynch and an associate at a boutique trust and estate law firm in Boston. She has experience in estate planning, estate administration, trust administration and the related areas of estate, gift and generation-skipping transfer tax planning.  Jennifer also completed a two-year appointment as Co-Chair of the Boston Bar Association's Estate Planning Fundamentals Committee.

Jennifer is admitted to the bar in Massachusetts and is an active member of the Women's Bar Association, Boston Estate Planning Council and the Trusts and Estates Consortium.

 

*Licensed not practicing.

Herb K. Daroff, JD*, CFP®

Agency Director - Estate & Buisness Planning

Herb is an attorney by education and very proud to be a financial services representative by profession. He works in Estate and Business Planning for Baystate Financial in Boston where he provides custom case design. He has been actively involved in the financial services industry since 1973.  Herb is on the faculty at Bentley University in  Waltham, MA.

Mr. Daroff graduated from Drexel University with a B.S. in Commerce and Engineering in 1975, and Temple University - School of Law with a J.D. in 1979.

Herb is very active in volunteer efforts in his community and the financial services industry. He is Past President of the Greater Boston Chapter of the International Association for Financial Planning (IAFP, now the Financial Planning Association, FPA) and served as a member of the national IAFP Ethics Committee.

Herb's creativity, experience, and resourcefulness enable him to work very well with clients and their professional advisory team in order to implement responsive solutions for financial objectives.

 

*Licensed not practicing.

Alan Roycroft

Agency Director - Investments

As the Agency Director - Investments, Alan is responsible for helping advisors and sales managers meet client investment goals and objectives. Before joining Baystate, Alan was a Director of National Sales for the MetLife Broker-Dealer Group where he  specialized in helping advisors develop the techniques and skills to become the best in the business, and arm them with a wide array of business-building solutions and strategies to solve specific client problems.

Alan has 20 years of professional sales and management experience that began in asset management, and has culminated for the last 18 years with a variety of sales and marketing roles in the development and management of the broker dealer.

Alan holds a Bachelor of Art degree from Salve Regina University, and holds his Series 7 and 24 Licenses. He was born and raised in the Boston area, and during his free time enjoys skiing, golfing and following the financial markets. Alan lives in Westwood with his wife Maureen and his three children, Sarah, Katie and Jack.

Abigale Shields

Personal Financial View Director

Abigale began her career in 2011 with Baystate Financial on the Sales Desk as a sales support consultant and transitioned to the Financial Planning Department in late 2012. Abigale is responsible for managing the firm’s financial planning and Personal Financial View software. In addition to her role, Abigale is also a financial planning case writer where she is responsible for overseeing the financial plan development process ensuring that recommended strategies meet client's stated goals and objectives.

Her role includes:

  • Providing comprehensive financial planning services for clients of the firm.
  • Analyzing client situations and developing recommendations for proposed planning solutions.
  • Approving financial plans for planners to deliver to clients.
  • Training the firm’s financial advisors to utilize the financial planning software for both client aggregation and financial planning projections.

Abigale graduated from Wheaton College in 2011 with a bachelor’s degree in Economics. 

Licensing:

  • Series 6
  • Series 106
  • Series 63