Broker Check

Our Firm

Clients who know the team at Financial Advisory Network know a few key things about us.

We don’t take our responsibility of managing your hard-earned assets lightly. Relationships are everything at our firm and we treat each one with the care they deserve.

Our work ethic, transparency, and dedication to success shine through in our client interactions and professional work. Contact us today to start working with our Financial Advisory Network professionals.

Associates

Kenneth Heiser, ChFC®, CASL®

Managing Director

(203) 222-2950

kheiser@baystatefinancial.com

Kenneth Heiser has over 30 years of experience providing investment management and financial planning. His focus is on assisting clients find solutions in the areas of: Investment Management Financial Planning Trust and Estate...

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Jessica Murphy

Director of Operations & Marketing

(203) 222-2958

(203) 285-3214

jmurphy@baystatefinancial.com

As our Director of Operations and Marketing, Jessica tackles many of our internal and external tasks, including overseeing all aspects of client relations, operations, and marketing development. Both new and existing clients have...

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Emiley Connors

Client Relationship Manager

(203) 222-2946

(203) 285-3214

econnors@baystatefinancial.com

As the Client Relationship Manager at Financial Advisory Network, Emiley is committed to providing the highest level of quality service and support to each of our clients. As part of her role, Emiley ...

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Financial Planning

Investments

Annuities

Team Resources

Abigale Shields

Extended Team of Baystate Resources - Director of Financial Planning

Abigale began her career in 2011 with Baystate Financial on the Sales Desk as a sales support consultant and transitioned to the Financial Planning Department in late 2012. Abigale is responsible for managing the firm’s...

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Alan Roycroft

Extended Team of Baystate Resources - Senior Vice President - Investments

Alan is responsible for helping advisors and sales managers meet client investment goals and objectives. Before joining Baystate, Alan was a Director of National Sales for the MetLife Broker-Dealer Group where he specialized in...

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Andy Mai, CFA

Analyst - Baystate Wealth Management

Andy Mai is an employee of BWM (Baystate Wealth Management*) and is an independent analyst for Financial Advisory Network. Learn more about Andy Mai *Baystate Wealth Management LLC is a separate entity not affiliated with Financial...
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John Cogswell, CFA

Chief Market Strategist - Baystate Wealth Management

John Cogswell is an employee of BWM (Baystate Wealth Management*) and is an independent analyst for Financial Advisory Network. Learn more about Andy Mai *Baystate Wealth Management LLC is a separate entity not affiliated...

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Joshua Pierce, CFP®, CAIA

Chief Investment Officer, Director of Research - Baystate Wealth Management

Joshua Pierce is an employee of BWM (Baystate Wealth Management*) and is an independent analyst for Financial Advisory Network. Learn more about Joshua Pierce *Baystate Wealth Management LLC is a separate entity not...
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Michael Aruta

Extended Team of Baystate Resources - PFV Planning Specialist

Ray Abramson, CPA

Abramson & Company**

(203) 852-1099

**Not affiliated with MML Investors Services, LLC or Financial Advisory Network, LLC.  Neither MassMutual nor MML Investors Services LLC are accounting firms.

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Steven Fichtenbaum, JD, LLM, CLU®, CFP®

Attorney

**Not affiliated with MML Investors Services, LLC or Financial Advisory Network, LLC. Neither MassMutual nor MML Investors Services LLC are accounting firms.

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