VINCENZO GARGANESE - Key Persons
Job Titles:
- DIRECTOR of FINANCIAL PLANNING
- PFV® Training Director
Abigale began her career in 2011 with Baystate Financial as a sales support consultant on the Sales Desk. She transitioned to the Financial Planning Department in late 2012. As Baystate Financial's Personal Financial View® Training Director, Abigale is responsible for managing its financial planning and Personal Financial View® software.
In addition to her role as the PFV® Training Director, Abigale is also a financial planning case writer. She is responsible for overseeing the financial plan development process, ensuring recommended strategies meet a fiduciary standard of care for clients' financial well-being.
Her role includes:
Providing comprehensive financial planning services for clients of the firm.
Analyzing client situations and developing recommendations for proposed planning solutions.
Approving financial plans for planners to deliver to clients.
Training the firm's financial advisors to utilize the financial planning software for client aggregation and financial planning projections.
Abigale graduated from Wheaton College in 2011 with a bachelor's degree in Economics. She holds her Series 6, 7, and 63 licenses.
Devon Black began her career in 2013 with Baystate Financial. She has been with the Financial Planning Department since mid-2015. As a Financial Planning Consultant, Devon is responsible for overseeing the financial plan development process, ensuring recommended strategies meet a fiduciary standard of care for clients' financial well-being.
Job Titles:
- ADVANCED MARKET DIRECTOR
- Representative of MML Investors Services
Herbert K. Daroff is a registered representative of MML Investors Services, LLC. Member SIPC. 200 Clarendon Street, 19th & 25th Floors. Boston, MA 02116. 617-585-4500. Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney or accountant for advice on specific legal and tax matters. CRN202302-277523
Welcome to Vis Wealth Partners! I'm Bella Phillips, and I'm thrilled to introduce myself as the newest addition to our team as a Client Associate! With a passion for brining fresh perspectives and a strong skill set, I'm excited to contribute to our team's success.
Mark has been working in the financial services industry since 1993. He is currently a Senior Vice President with Baystate Financial. In 2014, his passion for distribution planning led him to develop a proprietary retirement distribution software tool focused on the impact of sequential returns in retirement.
Today, he leads Baystate Financial's Annuity and Long-Term Care divisions. Prior to joining Baystate Financial in January 2006, he was a Regional Vice President with MetLife Investors covering upstate New York and western Pennsylvania. Mark began his career as a Financial Advisor with New England Financial In Worcester, Massachusetts.
Two years later, he transferred to New England Financial's corporate headquarters in Boston. He held various positions in marketing and training. In fall 1999, Mark joined New England Financial Annuities as Regional Marketing Director. He joined MetLife as a Regional Vice President in 2003.
Mark received his Bachelor of Arts from Saint Anselm College in Manchester, New Hampshire. He enjoys all sports, especially golf. Mark grew up and resides in Holden, MA with his wife Kim, their daughter, Megan, and their son, Patrick.