Director of Financial Planning, Personal Financial View
Abigale began her career in 2011 with Baystate Financial as a sales support consultant on the Sales Desk and transitioned to the Financial Planning Department in late 2012. As Baystate’s Director of Financial Planning, Abigale is responsible for the development and growth of the firm’s financial planning department. In addition to her role as the Director of Financial Planning, Abigale also manages the firm’s financial planning and Personal Financial View software.
Her role includes:
- Developing and facilitating training for existing advisors to become approved Financial Planners.
- Facilitating continuing education for existing Baystate Financial Planners.
- Auditing & approving financial plans for planners to deliver to clients.
- Training the firm’s financial advisors to utilize the financial planning software for both client aggregation and financial planning projections.
Abigale graduated from Wheaton College in 2011 with a bachelor’s degree in Economics and holds her Series 106, 6, 63 & 7 licenses.