Broker Check

Our Team

Lucas Matarazzo

CERTIFIED FINANCIAL PLANNER™ professional

(617) 585-4598

lmatarazzo@baystatefinancial.com

As a CERTIFIED FINANCIAL PLANNER™ professional, Luke helps individuals, families and business owners clearly define their goals and achieve peace of mind. 

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Jennifer Shea, JD*, MBA

Agency Director - Financial Planning & Advanced Markets

Jennifer Shea is an Attorney by education and heads up the Estate and Business Planning department at Baystate Financial. In this role, Jennifer partners with Financial Advisors to provide subject matter expertise to help identify and...
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Sybil Durgin

Financial Planning Director

Sybil began her career in financial services at New England Securities in 1999. Since then, she worked in various roles in the MetLife/New England Financial home office, including the Estate & Business Planning section of the New...
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Abigale Magruder

Personal Financial View Director

Abigale began her career in 2011 with Baystate Financial on the Sales Desk as a sales support consultant and transitioned to the Financial Planning Department in late 2012. Abigale is responsible for managing the firm’s financial...
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Herbert K. Daroff, JD*, CFP®

Agency Director - Estate & Buisness Planning

Herb is an attorney by education and very proud to be a financial services representative by profession. He works in Estate and Business Planning for Baystate Financial in Boston where he provides custom case design. He has been...
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Alan Roycroft

Agency Director - Investments

As the Agency Director - Investments, Alan is responsible for helping advisors and sales managers meet client investment goals and objectives. Before joining Baystate, Alan was a Director of National Sales for the MetLife Broker-Dealer...
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Robert Piatelli

Life Products Director

Robert (Bob) leads the Life Insurance Sales and Marketing department. He began his career at Baystate Financial in 1975 before leaving to work at New England Financial in Product Design and Development for the next five years. He...
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