Joseph Donovan JD, LL.M
Regional Branch Director
781-893-3565
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...
John S. Kerr, CLU, ChFC
VP, Financial Advisor
781-893-3565
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...
Thomas P. Loonie, CPA, MSFP
Director, Financial Planning and Life Insurance
781-893-3565
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...
Brendon Moore, CRPC ®, CPFA
VP Financial Services
Christopher A. Chouinard, CFP®
(207) 773-8597
Christopher brings a wealth of knowledge and expertise to working with his diverse client base, drawing on his decades of experience in the financial services industry. Leveraging his experience in the areas of investments, accounting,...
Joseph Ferreira, MBA
Private Wealth Advisor
781-893-3565
After the bank that he was working for merged with another bank in 2021, Joe Ferreira founded Ferreira Financial Services (FFS) to continue serving his clients' needs, closely working with them to plan for growing and preserving their...
Vin Beaudoin, CRPC®, AAMS®
LPL Investment Advisor Representative
(781) 893-3565
Vin in an Investment Advisor Representative with LPL Financial focusing on business owners and executives. He graduated from Boston College in 1981, Magna Cum Laude with a degree in Accounting. Before coming into the...