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51 Sawyer Road Suite 340 Waltham, MA 02453

781-893-0909
info@bfa-online.com
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Our Advisors

Our goal is to help you manage, grow, and protect your family's wealth. Comprehensive advisors must have knowledge across all financial planning disciplines, although we recognize that no single person could be an expert in all these areas.

Our professionals have a diverse backgrounds as investment managers, financial planners, insurance specialists, and tax strategists.  Together our professionals hold various designations and educational credentials including:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC®)
  • Master of Science in Taxation (MST)
  • Master of Science in Financial Planning (MSFP)
  • Chartered Life Underwriter (CLU®)
  • Personal Financial Specialist (PFS)
  • Juris Doctor (JD)
  • Masters of Laws (LLM)
  • Accredited Investment Fiduciary (AIF®)
    Retirement Income Certified Processional (RICP®)
  • Certified in Long-Term Care (CLTC®)

Bay Financial Associates supports a growing network of advisors with customized services. Advisors have the option of representing themselves under our brand or as their own practice. We empower them to do what works best for their business so they can bring their best to work for you.

Guillermo Alberto, CFP®, CIMA®, CPFA™

Guillermo Alberto, CFP®, CIMA®, CPFA™

Senior Wealth Advisor

(781) 577-9072

(781) 893-3565

David Baranowski

David Baranowski, CFP®

LPL Financial Advisor

781-577-2237

781-893-3565

Vin Beaudoin, CRPC®, AAMS®

LPL Investment Advisor Representative

(781) 577-2251

(781) 893-3565

Jeff Boshar

J. Jeff Boshar, ChFC®, CLU®

781-577-7849

781-893-3565

James Butler

James F. Butler III

781-893-0909 Ex.239

Christopher Chouinard

Christopher A. Chouinard, CFP®

(207) 835-5251

David Cormier

David Cormier

401-952-7434

Frank DeLeo

Frank J. DeLeo Jr., CLU, ChFC

617-593-6190

781-893-3565

George Diamantis

George Diamantis, CEO, AIF®, CFP®, CLU

Managing Principal, Peachtree Wealth Strategies

404-364-4193

Joseph Donovan

Joseph Donovan JD, LL.M

Managing Principal

781-893-0909 Ex.266

781-893-3565

Joseph Ferreira

Joseph Ferreira

Private Wealth Advisor

781-577-2868

781-893-3565

Stephen Gentile

Stephen Gentile, MBA, CFF

LPL Investment Professional

781-718-8292

Gregory Hart

Gregory P. Hart, CPA/PFS, CFP®

781-893-0909 Ex.255

Thomas Hitchcock

Thomas E. Hitchcock, BA, CLU, ChFC

781-893-0909 Ex.223

John Kerr

John S. Kerr, CLU, ChFC

Principal

781-893-0909 Ex.288

781-893-3565

Jack Leader

Jack Leader

781-893-0909 Ex.274

Mark R. Lefebvre, CLU, ChFC

Partner, Crosspoint Financial Advisors, LLC

978-256-4700 Ex.111

978-256-4790

Shawn Limerick

Shawn M. Limerick, CFP®, RICP®

617-901-7568

(978) 710-4725

Mark Linnane

Mark Linnane

Wealth Advisor

781-893-0909 Ex.246

781-893-3565

Thomas Loonie

Thomas P. Loonie, CPA, MSFP

Director, Financial Planning and Life Insurance

781-893-0909 Ex.284

781-893-3565

Stephanie Lynne

Stephanie Lynne, CFP®

Financial Advisor

781-810-0713

781-893-3565

John McCarthy

John J. McCarthy, III, CLU, CFP®

Chief Investment Officer

781-893-0909 Ex.280

781-893-3565

James Murphy

781-893-0909 Ex.328

Dan Muscatello

Dan Muscatello, CLTC

Private Wealth Advisor

508-983-1463

Phillip M. Peck

Phillip M. Peck, CFP®

508-877-7007

Edward Ronan

Edward R. Ronan, CFP®

Lead Advisor, 1st Line Financial, LLC

508-530-3504

866-373-7508

Dave Samick

617-694-5141

Philip Sartori

(781) 861-6900

781-862-8831

Frederica See

Frederica See, MBA

781-577-2229

Brennan Thomas

Wm. Brennan Thomas, CFP®

LPL Financial Advisor, Thomas Financial Associates

508-366-0181

508-366-0452

David Twombly

David B. Twombly, ChFC, CLU, RICP®

Owner | Wealth Advisor, Twombly Wealth Management Group, Inc.

802-254-8064

Penelope Tzougros

Penelope S. Tzougros, PhD, ChFC, CLU

781-577-2311

781-893-3565

Thomas Wilcox

J. Thomas Wilcox, Jr.

781-893-0909 Ex.262

781-893-3565

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