MBACFP®, CDFA™, RICP®
My mother was single and raising two children. She worked as a waitress to try to make ends meet. She got married when I was 9 and eventually stopped working at my stepdad’s request. However, he was a utility construction worker with a gambling problem, so our situation didn’t really improve much.
Other kids enjoyed many things I dearly wanted, like music lessons or a new dress, and even college! Time after time I would be told “we can’t afford that”. I started working at age 16, giving up many of the after-school activities that other teenagers enjoyed. From that point on I never asked for another dime from my family. I missed out on so much BUT, I learned at an early age to be comfortable with money and independent. That independence and confidence has served me well over the years, especially when I went through a divorce. It was a sad and emotional time, but because I understood our financial situation, I was able to manage a challenging situation with a greater sense of control and confidence.
When I became a Financial Advisor, I saw how many women were anxious about money. They often felt ill-equipped, intimidated, and powerless. Many of the women I met were dependent on someone else for financial security, leaving them vulnerable and afraid. I worked on creating a safe space and teaching them in language they could understand. Over time, I saw that this gave my clients a greater sense of strength and control over their life, and this gave me great satisfaction.
My true purpose as an advisor is to give women the tools and knowledge, they need to feel comfortable and confident using their money to support the life of their dreams.
Operations & Client Service Associate
My Mother is strong and independent, but her life was riddled with financial challenges that I never knew of until I became an adult. While she was good with managing money, she learned that wealth management was more than just saving or spending moderately. Knowing that I would always be taken care of was her primary motivation, so she taught herself about financial independence and literacy. This understanding protected her and our future from unwanted life events that could have derailed our lives.
When I started working with Robin, I could see she mirrored my mother. Not only was she confident in managing her money, she was passionate about helping every woman gain the knowledge and confidence she needs to feel secure with her financial future. I knew this was where I was meant to be.
My desire is to make sure no woman settles for less than she deserves. Encouraging our clients to use their voice, speak their truth, and ask for what they want and deserve is part of my core being.
Martha has administrative and financial experience from many different industries, including banking and mortgage, advertising, health care, and law.
I have always looked up to my mother. She was one of very few female stockbrokers on wall street in her 20s. Our dinner table consisted of nightly banter on the happenings of the economy, taxes, and the stock market. To say I have finance in my blood would be an understatement. Once I graduated from university, it was a natural fit for me to seek a position as a financial advisor. I got an offer from a firm on State Street and shortly thereafter accepted. It was your typical bull pen and instead of letting this discourage me, I was on a mission to make a name for myself. In a year I became a top 10 advisor and soon after my practice outgrew the resources available to me. From there, I knew what I needed to do. I accepted a position at Baystate Financial and started my focus in working with women. It is important to me that women feel financially confident, independent and secure. Since then, I have felt at home in my work with the Women’s Advisory Group.
I attended Suffolk University and graduated with a Business Administration degree, Summa Cum Laude. While at Suffolk I worked as a tutor and upon graduation I received the Excellence Award from the Business Management Department.
I always felt that attending school in Boston has given me a leg up in life. From age 18, I was out in the “real world”. I lived in the North End managing an apartment, working weekend and night shifts at local restaurants all while maintaining a GPA that I could be proud of. Although the carefree life of my counterparts looked enticing, I learned how to manage a budget, was networking with Boston’s best, and I truly believe there is no better way to learn soft skills than being in the service industry. When I started in my first finance position, I had all the confidence I honed from 5 years of serving customers and it made all the difference for me!
I have completed the Series 6, 65, and 63. In addition to that I have my Life, Accidents and Health, which means I am licensed to sell investments and insurance. I am currently licensed in Connecticut, Florida, Maine, Massachusetts, New Hampshire and Rhode Island. I live in a home in South Boston with my Fiancé and our Dachshund Luna. Our time is mostly spent visiting family, boating around the coast of MA and coming up with new adventures. We are a big Italian family so everything we do is centered around multiple course meals and quality time together. After all those meals, we try to be as active as possible. You will find us hiking up north in the fall for the foliage, skiing in the winter and when it gets too cold – it’s down to Cape Coral for us! I always look forward to a long walk around the neighborhood after a satisfying day of work.
Financial Representative, Financial Planner
Financial services has always been a male dominated industry. When I started my career in 2002 as a Financial Services Representative at Fleet Bank on Federal Street in Boston, I stood apart from the suit and tie crowd with my wild curly hair and high heeled shoes. My job was to assist bank customers with large cash balances pursue a higher rate of return by investing in mutual funds and annuities. Some of my clients were widowed females who did not know what else to do with their money but put it in cash. It was so rewarding to know that I was having a positive impact on their financial futures by helping them build their wealth and increase security.
My location in downtown Boston made it difficult for my customers to see me frequently, and I was craving more impactful relationships. I was recruited to MetLife in 2002 to enroll teachers in retirement plans, make investment decisions and service their accounts. To meet new teachers, I would set up a table in the teacher’s lounge at schools throughout the South Shore and would frequently hear “my husband takes care of that” from the married women. As a child of divorce, my mother prepared me throughout my upbringing to be on my own and think independently. I would easily overcome these objections and was successful connecting with and enrolling new clients. Most of my teacher clients were women and I enjoyed educating and empowering them about their finances. Their husbands would also warm up to me over time, and I still work with many of these women today. Many of their husbands have passed on, but they still have me to rely on.
In 2009 I transitioned to Baystate Financial as a financial advisor where I could develop an independent practice. I have built my practice by delivering financial education seminars to employees of Fortune 500 companies. My educational approach sets me apart from my competition, and many women seeking financial advice would naturally gravitate to me after seminars and through word of mouth. After 21 years in financial services, I am thrilled to say I no longer hear women deferring to their husbands on financial matters.