51 Sawyer Road,
Your business is our focus. As part of the Bay Financial Associates 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 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 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...
Chief Investment Officer 781-893-0909 Ex.280 email@example.com
As Chief Investment Officer of Bay Financial, Jack oversees key aspects of the firm's investment policies and strategies. He assists advisors of the firm serve high net worth individuals and their families by developing a strategic asset-allocation plan and making recommendations...
Director, Financial Planning and Life Insurance
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...
Director of Compliance
Susan oversees the compliance department, and serves as one of the firm's LPL Registered Principals. Prior to joining Bay Financial, Susan was with LPL Financial for eleven years, nine as a Compliance Examiner and two with the Operations Department...
Director of Insurance and Office Operations
Branch Operations Manager, Investment Services
Financial Advisor Support Associate
Case Manager – Life Insurance Operations
Advisor & Tech Support Associate
Ready to join the Bay Financial community? Let’s talk for a consultation in confidence about your future options.