Financial Planning Field Consultant
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 financial planning and Personal Financial View software. In addition to her role as the PFV Coordinator, Abigale is also a financial planning case writer where she is responsible for overseeing the financial plan development process ensuring that recommended strategies meet a fiduciary standard of care for the financial well-being of clients.
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 both client aggregation and financial planning projections.
Abigale graduated from Wheaton College in 2011 with a bachelor’s degree in Economics.
- Series 6
- Series 7
- Series 106
- Series 63