Greg M.

Since we opened our doors in 1901 we’ve developed the experience and expertise to better understand what our clients need to be successful. Put that knowledge to work and discover what is possible when the focus of an award-winning firm is on YOU. Baystate Financial has built a reputation for helping its clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth means to them; leverage with regard to the ways they integrate and coordinate their assets and income to build, protect and distribute wealth in an efficient and effective manner; and financial independence with the knowledge that they have made informed and appropriate decisions appropriate for the complex financial lives they tend to lead. Baystate is headquartered in Boston MA, and has 17 office locations throughout New England with over 600 employees. Baystate Financial specializes in many things such as financial planning, business and estate planning, retirement planning, as well as a variety of protection and investment products.

Greg's responsibilities include the management of Baystate's operations North of Boston as well as his own personal practice. These duties include recruiting and supporting advisors in the development of their practices through marketing, training and practice management. Greg brings over 25 years of experience working with professionals and business owners in helping them to identify and address their financial goals through comprehensive planning, retirement funding, and estate preservation. In partnership with a team of supporting specialists, Greg coordinates and integrates all aspects of his clients’ personal, business and economic lives. By focusing on strategy first, Greg guides his clients towards building effective plans that are reviewed annually to ensure they are consistent in relation to his client’s goals.

Baystate Financial is one of New England’s oldest and largest privately owned financial services firms, with nearly 500 employees and offices throughout the northeast. For over a century, our organization has provided a growing number of professional and business clients with a broad range of services and products specifically designed to help meet their financial needs. At Baystate Financial, you will find that we are committed to each client’s individual financial success. Unlike companies that offer “standardized” solutions to complex problems, we first listen to you and then think objectively in terms of how to best meet your specific needs. We then work within your existing financial program and partner with your other professional advisors to develop strategies and solutions that help you achieve your goals. Baystate prides itself on integrity, work ethic, professionalism, and competency. The team based support maximizes individual potential and cultivates an environment where creativity can flourish. A fundamental belief in our people and their abilities continues to be the key to our success.

Responsible for building out state leadership teams, compliance oversight, recruiting, training, broker dealer and product launches for the Northeast Region. Worked closely with Property and Casualty leadership to grow to over 1,000 registered representatives with sales increasing from 7 million to over 18 million.

A private, highly selective, residential college devoted to undergraduate study in the liberal arts, Bates has always stood firmly for the ideals of academic rigor, intellectual curiosity, egalitarianism, social justice and freedom. Bates is recognized for its inclusive social character and progressive tradition, and is rightly celebrated as one of the first U.S. institutions of higher learning to admit women and people of color.