Broker Check

Meet The Team

Your business is our focus. As part of the Bay Financial community, you always have access to our team of experienced, knowledgeable professionals as well as all the resources of LPL Financial’s national network. Our team is fully dedicated to supporting you as you pursue your business goals.

Joseph Donovan JD, LL.M

Managing Principal

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Joseph Donovan is a Managing Principal at Bay Financial Associates. Joe supports advisors who serve families and businesses by helping them design and implement specialized wealth management plans that strives to accumulate, manage and...

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John S. Kerr, CLU, ChFC


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John previously served as the firm's Managing Principal and CEO for 36 years and alongside his team was integral in building and growing Bay Financial Associates to one of the largest and most respected wealth services firms in the...

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Thomas P. Loonie, CPA, MSFP

Director, Financial Planning and Life Insurance

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Tom Loonie specializes in providing Financial Planning Analysis and Wealth Management strategies to clients from all walks of life. He is a graduate of Stonehill College, where he earned an undergraduate degree in Accounting. Upon...

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Tess McCarthy

Financial Advisor Support Associate



Ready to join the Bay Financial community? Let’s talk for a consultation in confidence about your future options.


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