Andrew Piatelli
Financial Advisor at Baystate Financial
- Role
- Financial Advisor at The Clarendon Team
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Andrew Piatelli
In 2021, I joined Baystate Financial as a Financial Advisor with the added bonus of working with my father Robert, and brother Rico. Being able to work with my family, while helping other families, is something I feel blessed to be a part of. My mission is to assist individuals, families and business owners in defining their goals and achieving financial freedom. I want to be a lifelong resource to my clients, and I am dedicated to assisting them through the various stages of their financial lives. Our team works with Business Owners and Families in the following ways-Retirement Planning-College Savings-Insurance-Business Succession and Continuity Planning-Minimizing Tax Liabilities Outside of the office, my wife Samantha and I live in Woburn with our two dogs: Reggie & Otto. In our spare time we love golf, red wine, and spending time with family on our boat. I started out my career at Putnam Investments as a Regional Consultant in South Florida working exclusively with financial advisors for the last 7 years. Over that time, I recognized how important financial planning was to the future success of families and business owners, and I wanted to be a part of that firsthand. Please feel free to contact me at (61••••••20 or at a••••••••@baystatefinancial.com I am licensed to sell insurance in the following jurisdiction: MAI am registered to sell securities in the following jurisdictions: MA Andrew Piatelli is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member One Marina Park Drive, 16th Fl.Boston, MA 02210. CRN20••••••••28
Experience
Financial Advisor
Jun 2021 — Present · Boston, MA, US
Education
Bryant University
Bachelor of Science in International Business, Finance, Spanish
2009 — 2013
Skills
- Market Research
- Spanish
- Competitive Analysis
- Financial Analysis
- Analysis
- Business Strategy
- Investments
- Business Development
- Microsoft Excel
- Marketing
- Marketing Strategy
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.