Through our affiliation with Baystate Financial, our team has access to the following additional resources to help us best serve the needs of our clients.
Herbert K. Daroff, J.D*, CFP®, AEP®
Estate & Business Planning, Baystate Financial
Herbert K. Daroff, J.D*, CFP®, AEP®
Estate & Business Planning
Baystate Financial
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.
Any discussion of taxes is for general informational purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.
Herbert K. Daroff is a registered representative of MML Investors Services, LLC. Member SIPC. 1 Marina Park Drive 16th Floor. Boston, MA 02210. 617-585-4500. Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney or accountant for advice on specific legal and tax matters. *Not practicing on behalf of MML Investors Services, LLC or its affiliates.
Abigale Shields
Financial Planning, Baystate Financial
Abigale Shields
Financial Planning
Baystate Financial
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
Securities and investment advisory services through MML Investors Services, LLC. Member SIPC. 1 Marina Park Drive 16th Floor. Boston, MA 02210. 617-585-4500. Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters.