Broker Check

Our Team

Patrick McCormick

Financial Planner

978-373-1077

(978) 945-6100

pmccormick@baystatefinancial.com

Patrick’s years of experience allow him to understand the importance of helping an individual navigate multiple options to make thoughtful, optimal financial decisions. As the principal of his financial planning practice, Patrick...

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Kory Leahy

Client Service Manager

978-615-4617

978-945-6100

kleahy@baystatefinancial.com

A Cape Cod native, Kory graduated from the Isenberg School of Business at UMASS Amherst with a BS in Marketing. She has gained Invaluable insights into improving operations, managing a client’s investment and retirement...
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Jennifer Shea, JD*, MBA

Agency Director - Financial Planning and Advanced Markets

Jennifer Shea, JD*, MBA Agency Director - Financial Planning and 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...
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Herbert K. Daroff, JD*, CFP®

Agency Director - Estate & Business Planning Focus

Herbert K. Daroff, JD*, CFP® Agency Director - Estate & Business Planning Focus Herb is an attorney by education and very proud to be a financial representative by profession. He focuses on Estate and Business Strategies for...
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Lori Hutchinson

Paraplanner

Lori works with Baystate Financial advisors and their clients to set up their Personal Financial View websites and she demonstrate how to use the features in the live web based or face to face meetings. Lori also provide ongoing...
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Baystate Financial Corporate Offices

617-585-4500

About Baystate Financial Baystate Financial serves as a key cornerstone to Patrick’s business. Since its founding in 1901, Baystate provides comprehensive financial services, estate planning, business succession planning,...
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