Abigale Shields

Abigale Shields began her career with Baystate Financial in 2011 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 now responsible for the development and growth of the firm’s financial planning department as well as the continuing education of existing Baystate Financial Planners. Abigale is an advocate of holistic planning, which takes into account the client’s overall goals and current situation in order to provide the best possible advice and guidance for their future.

In addition to leading her team, Abigale manages the firm’s financial planning and Personal Financial View software and trains financial advisors to utilize these for both client aggregation and planning projections. She facilitates training for existing advisors to become approved Financial Planners and regularly audits and approves financial plans for advisors to deliver to their clients.

Abigale Shields graduated from Wheaton College in 2011 with a bachelor’s degree in Economics and holds her Series 106, 6, 63 & 7 licenses.

Licensing:

• Series 6
• Series 106
• Series 63