Joseph Donovan JD, LL.M
Regional Branch Director
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
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...
John J. McCarthy, III, CLU, CFP®
Chief Investment Officer
781-893-0909 Ex.280
jack.mccarthy@bfa-online.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...
Thomas P. Loonie, CPA, MSFP
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...
Tim Chesser,CFP
Sr Financial Planning Consultant | Financial Planning Group
781-893-0909
tim.chesser@lplfinancial.com
I support Bay Financial Associates and their various Advisors as a member of the back office LPL Paraplanning Services team. I help elevate their financial planning practices through strategic guidance, customized strategies, and ongoing education. With a background financial planning, advisory roles, and client services at firms such as...
Susan P. McGuire
Director of Compliance
Susan oversees the compliance department of Bay Financial Associates, 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. She has over 29 years of industry experience...
