Broker Check

Contact Info

Your Team at Baystate Financial - Maine

Abigale Sheilds

Abigale Sheilds

Director of Financial Planning

Alan R. Roycroft

Alan R. Roycroft

Senior Vice President - Investments

Christopher Perry

Christopher Perry

Partner, Financial Planner, Investment Advisor Representative

207-770-2033

Herbert K Daroff

Herbert K Daroff, J.D.*, CFP®, AEP®

Agency Director-Estate & Business Planning

Larry Perry

Lawrence J. Perry, CLU, ChFC, CLTC

Partner, Financial Planner, Financial Services Representative

207-770-2021

Peter Kelley

Registered Sales Assistant

207-770-2034

Robert Larochelle

Robert O. Larochelle, MBA, AIF

Partner, Financial Planner, Investment Advisor Representative

207-770-2012

Robert M. Piatelli

Robert M. Piatelli

Life Products Director

Ruth Ballard

Client Service Coordinator

207-770-2015

Client Service and Support Professionals

Abigale Sheilds

Director of Financial Planning

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...
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Alan R. Roycroft

Senior Vice President - Investments

As the Agency Director - 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...

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Christopher Perry

Partner, Financial Planner, Investment Advisor Representative

207-770-2033

cperry@baystatefinancial.com

Chris is highly trained and licensed to provide financial products and services to his clients. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their...

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Herbert K Daroff, J.D.*, CFP®, AEP®

Agency Director-Estate & Business Planning

Herb is an attorney by education and very proud to be a financial representative by profession. He works in Estate and Business Planning for Baystate Financial in Boston where he provides custom case design. He has been actively...

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Lawrence J. Perry, CLU, ChFC, CLTC

Partner, Financial Planner, Financial Services Representative

207-770-2021

lperry@baystatefinancial.com

Lawrence Perry, CLU, ChFC, CLTC has been a Financial Services Professional since 1975. Larry holds a BS degree from the University of Maine. The philosophy that Larry utilizes in his business is designed to help clients clarify their...

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Peter Kelley

Registered Sales Assistant

207-770-2034

Robert O. Larochelle, MBA, AIF

Partner, Financial Planner, Investment Advisor Representative

207-770-2012

rlarochelle@baystatefinancial.com

As a Financial Advisor, Rob Larochelle's mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. He is trained and licensed to provide financial solutions to his...

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Robert M. Piatelli

Life Products Director

Robert (Bob) leads the Life Insurance Sales and Marketing department. He began his career at Baystate Financial in 1975 before leaving to work at New England Financial in Product Design and Development for the next five years. He...

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Ruth Ballard

Client Service Coordinator

207-770-2015

Victoria Michaud

Practice Manager

207-770-2028

vmichaud@baystatefinancial.com

I joined the practice in 2019 after several years of managing a fitness center. My previous experience in customer service helps me to be successful in assisting our financial advisors and clients, and I find it rewarding to work in an...

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