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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

781-876-4161

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!

Trang Le

Client Service Manager

781.876.4154

tle@baystatefinancial.com

Trang began her financial career as a Trust Specialist at Mellon Financial/Boston Safe & Deposit in Boston in 1997. After five years she left the company as an officer of the bank. She went on to work for Northeastern University Bursar’s Office as a liaison for financial aid officers while pursuing her paralegal certificate in 2003.  She earned a Masters in Counseling and Applied Educational Psychology in 2005 while working at NEU. With her MS, Trang worked as a public servant as an outreach coordinater in Lynn until she joined Polaris Advisors in 2008. She worked for Ric Weldon until he retired and sold his wealth management business. Trang joined Joe's practice in 2024. 

She enjoys playing tennis and racquetball. She's active in her community. 

Baystate Specialists

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...

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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...

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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...

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