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Meet the Team

Sean Tucker FSCP®

Private Wealth Advisor

Rico Piatelli CFP®, AIF®, CPFA™, WMCP®

Private Wealth Advisor - NAPA's 2024 Top Retirement Plan Advisors Under 40

Audrey Doyle

Practice Manager

Ren O’Connor

Private Wealth Advisor

Andrew Piatelli

Private Wealth Advisor

Taylor Kenrich

Financial Planner

Liza Kelley

Retirement Plan Account Manager

Contact Us

E: adoyle@baystatefinancial.com
P: 617-239-8062

       

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Our Office

1 Marina Park Drive
16th Fl
Boston MA 02210

We embrace diversity and do not discriminate on the basis of race, creed, sex, national or ethnic origin, sexual orientation, gender identity, disability or family structure. This content cannot be copied without express written consent of Baystate Financial. Guidance. Insight. Results. is a registered trademark of Baystate Financial and may not be duplicated. Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC and a registered investment advisor. Supervisory office: 1 Marina Park Drive, 16th Floor Boston MA 02210. Ph: 617-585-4500. Baystate Financial does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance. Member *SIPC . CRN202603-3328135

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