Baystate Financial - Wakefield

301 Edgewater Pl #200
Wakefield, MA 01880

Professional Story

As a financial advisor, Amy’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. She is especially passionate about helping women discover empowerment through financial literacy.

Her goal is to become a lifelong resource to her clients, and she is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Amy is able to utilize a team approach and draw upon the wealth of knowledge of her associates to create custom designed financial strategies for her clients.

Amy holds a Master of Business Administration from Endicott College, a Bachelor of Music from McGill University, as well as a Bachelor of Education from McGill University. Amy also holds memberships with Greater Beverly Chamber of Commerce, Women’s Business League and Boston Business Women.

Amy lives in Beverly, MA with her husband Rich, daughters Emily and Katie, and their dog Maggie. She enjoys cooking, playing Momball, singing and spending time with family.

Education

McGill University (2003-2008), Endicott College (2018-2020)

Hobbies

Cooking, Momball, Singing, Gardening, Spending Time with Family

Affiliations & Memberships

Womens Business League, Greater Beverly Chamber of Commerce

Community Involvement

BGSL Softball Coach, Power of Women Committee for the Greater Beverly Chamber of Commerce, Panelist and Speaker for major women's events


Languages: English


Credentials: MBA


Specialties:Insurance Strategies, Investment Strategies, LGBTQ, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Estate Planning, Financial Planning, Financial Education, Risk Management Strategies, Business Succession Planning, Group Benefits


Check the background of this investment professional on FINRA's BrokerCheck