Abigale Shields

Financial Planning Director

Domicile State: MA

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 team, including the Personal Financial View software. In addition to her role, Abigale is responsible for overseeing the financial plan development process ensuring that recommended strategies meet clients' stated goals and objectives.

Abigale graduated from Wheaton College in 2011 with a bachelor’s degree in Economics. 

Licensing:

  • Series 6
  • Series 106
  • Series 63