Meet the Team

James E. Rose IV, CFP®

Financial Planner, Investment Advisor Representative

Jim is a Financial Planner, and Investment Adviser Representative. Jim is committed to giving every one of his clients the most appropriate and honest recommendations to fit their unique financial circumstances. He aims to give his clients the very best service and strives to build a strong relationship with every client and become a lifelong resource for them and their families.

Jim helps his clients create a strategy to meet their financial goals through accumulating and preserving wealth. Jim's clientele ranges in age and profile, as he has numerous resources that allow him to assist any person in building their financial freedom

He is a registered representative and maintains his series 7, 6, and 63 registrations as well as life accident and health licenses. Jim is licensed to do business in Massachusetts, New Hampshire and Florida.

Jim his wife Jenna son James and daughter Ella reside in Bedford, Massachusetts. Before moving to Bedford, he spent his childhood years living in Hampton, New Hampshire. Jim's charitable interests include working with the Crohn's and Colitis Foundation of America. In his spare time, he enjoys playing golf, cycling and basketball.

 

Anne McGreal

Director of Marketing

Anne has a B.S. degree in Management Science, with a concentration in Marketing and Psychology.  As Director of Marketing, she provides assistance with client needs, scheduling client meetings and communication.  She brings a wealth of knowledge to oversee all aspects of client relations from onboarding to servicing existing clients.

 

 

 

 

 

 

 

Extended Team of Baystate Financial Specialists

 

Herb Daroff, J.D.*, CFP®, AEP®

Agency Director - Estate & Business Planning

Herb has been with Baystate Financial since 1996. He sees himself as a professional problem solver, educated as an engineer and attorney, and practicing as a Certified Financial Planner™ professional, has a B.S. in Commerce & Engineering from Drexel University in 1975; and J.D.* from Temple University School of Law in 1979, where he was the Evening Division Class President.

Herb’s primary expertise is multi-generational tax planning and multi-generational creditor protection. He is a very active volunteer in his community and in financial services, as:

  • Past President of the Greater Boston Chapter of the International Association for Financial Planning (IAFP, now FPA, Financial Planning Association);
  • Past President of the Boston Society of Financial Services Professionals;
  • A former member of two national CFP® Board committees, Board of Practice Standards and Board of Professional Review
  • A former member of the national IAFP Ethics Committee; and
  • Was a member of the adjunct faculty at Bentley University in Waltham, MA

Herb’s creativity, experience, and resourcefulness enable him to work very well with the public and their professional advisory team in order to implement solutions responsive to each client’s financial objectives.

 

Mark R. McManus

Senior Vice President

Mark has been working in the financial services industry since 1993 and 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's Annuity and Long-Term Care divisions. 

Prior to joining Baystate 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 Financials corporate headquarters in Boston and held various positions in marketing and training. In the fall of 1999, Mark joined New England Financial Annuities as Regional Marketing Director and 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 son Patrick.

 

Glenn Noland, ChFC®, CLU®

Agency Director Advanced Markets

Glenn is Director of Advanced Markets at Baystate Financial, one of New England’s oldest and largest privately-owned financial services firms. There he works with moderate and high net worth individuals advising on strategies to improve their financial futures.

Glenn is a 1970 graduate of Rutgers University and served in the United States Army for two years. He started his financial services career in East Orange, New Jersey in 1972.  In 1976, Glenn moved to New York and started the Westchester Financial Group and Westchester Pension Consultants with offices in Tarrytown, NY and New York City.  In 1990, Glenn moved to Boston, joined New England Financial, and formed Strategic Financial Partners, a multifaceted financial services organization. In 2010, he merged his firm with Baystate Financial.

Glenn is an active volunteer, having served on several local and national boards. Glenn served as the Sudbury, MA Representative to the Minuteman (Lexington, MA) School Committee and was the President of his church for 8 years. 

 

Jennifer Shea, J.D.*, MBA, CFP®

Agency Director 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 create customized solutions for clients. Jennifer is well-versed in all areas of financial planning and has developed particular expertise in the areas of estate planning, insurance, philanthropy and retirement.

Jennifer received a B.S. from The Pennsylvania State University, J.D. from Syracuse University College of Law, and M.B.A. from Syracuse University School of Management.  While in law school, she served as Executive Editor of the Syracuse Law Review.

Prior to joining Baystate Financial, Jennifer was a Senior Planning Specialist at Merrill Lynch and an associate at a boutique trust and estate law firm in Boston. She has experience in estate planning, estate administration, trust administration and the related areas of estate, gift and generation-skipping transfer tax planning. Jennifer also completed a two-year appointment as Co-Chair of the Boston Bar Association’s Estate Planning Fundamentals Committee.

Jennifer is admitted to the bar in Massachusetts and is an active member of the Women’s Bar Association, Boston Estate Planning Council and the Trusts and Estates Consortium.

 

Abigale Shields

Director of Financial Planning/ Person 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 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.

 

*Not practicing on behalf of MML Investors Services, LLC or its affiliates.