Broker Check
Joseph Ferreira

Joseph Ferreira

Private Wealth Advisor

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 create a plan that seeks to grow and preserve their wealth. After careful consideration, he chose to affiliate with Bay Financial Associates to take advantage of all the resources and guidance available from colleagues who are financial planners, investment managers and insurance specialists.

Joe has over 12 years as a wealth advisor, working at Century Bank, Citizens Investment Services, and Edward Jones. Prior to becoming a financial advisor, Joe worked as an accountant with Price Waterhouse and Bain Capital.

A graduate of Babson College with a BS in Accounting and Communications. He is a Registered Representative and Investment Advisory Representative with LPL Financial holding his FINRA Series 07 and 66 registrations.

Joe is a longtime resident of Winchester, MA, where he lives with his wife and 3 college-aged children. In his free time, Joe enjoys spending time with his family and playing ice hockey and biking in the Pan Mass Challenge every summer, raising money for cancer research at Dana Farber Cancer Institute. Previously, Joe was a board member at the Winchester Boat Club, a committee member of the Winchester Scholarship Foundation, and a youth hockey, baseball, and soccer coach.


Joseph Ferreira
Private Wealth Advisor
Bay Financial Associates
51 Sawyer Road, Suite 340
Waltham, MA 02453

Office: 781-577-2868
Mobile: 781-960-3775
Fax: 781-893-3565

The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial Registered Representative(s) associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.