Kurt Lovell

I’m an established financial professional with more than 18 years of financial advisory experience. I have an unwavering commitment to my clients and to their sustainable success. At Baystate, I continue to provide a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession, to an established clientele of professionals, entrepreneurs and multi-generational families.

As a client-centric advisor, I always strive to exceed client needs with exceptional focus, in-depth advice and a commitment to holistic solutions that give my clients and their families a lasting voice. I’ve spent my entire professional career in the financial services business and, as a result, have a true understanding of where the industry has been and what the future holds as the industry continues to evolve. I regularly pursue continuing education and new solution training to stay on the cutting edge of the industry.

Personal center of influence boasts a network of accomplished leaders and innovators across diverse corporate cultures.

I have completed Bryant University’s Certificate Program in Financial Planning. I hold Life & Accident and Health licenses as well as Series 24, 7, 6, and 63 licenses.

I live in Franklin and have been married to my wife, Deborah, for over 40 years. I am a NAIFA (National Association of Insurance and Financial Advisors) member. During my free time I enjoy golfing, biking and spending time with my family.
 

Securities – MA, FL, RI, CA, ME, NH, NY, AZ, VT, SC,MD, DC, VA, TX

Insurance – CA, CT, FL, MA, MD, ME, NH, NY

CA insurance License: 0L97754

State of Domicile: MA