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