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.
Nicholas Ferbert
Wealth Management Advisor
nferbert@baystatefinancial.com
Nicholas Ferbert is a Wealth Management Advisor to families across New England. His expertise includes financial planning, investment management, and personal lines of insurance (life, disability, and long term care)...
Emmy Whitney
Client Experience Manager for Nicholas Ferbert
ewhitney@baystatefinancial.com
Emmy Whitney is the Client Experience Manager for Nick Ferbert’s wealth management practice at Baystate Financial. Emmy’s role on the team is to develop and manage our marketing and event plans and to provide a...
Abigale Shields
Director of Financial Planning
Herbert K. Daroff, JD*, CFP ®, AEP®
Agency Director Advanced Markets
Robert M. Piatelli
Life Products Director
Mark McManus
Senior Vice President
AL Roycroft
Head of Investment Department