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Andy Joyce
Investment Advisor Representative, Financial Services Representative, Financial Advisor @Baystate Financial
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WORK HISTORY
Investment Advisor Representative, Financial Services Representative, Financial Advisor @Baystate Financial
Boston, MA, US
Comprehensive custom tailored strategies to help clients with:• Creating and securing a comfortable retirement lifestyle• Protecting their family / business in the event of death or disability• Preserving their estate and legacy for future generations• Creating a predictable sustainable retirement income• Protecting assets against potential long-term care expenses• Business Planning StrategiesSpecialties include:• Retirement Income Planning• Risk Management• Insurance Planning• Estate Preservation Strategies• Business Owner Retirement Programs• Strategies for keeping a family business in the family• Strategies for the business to help pay for personal insuranceI am licensed to sell securities in: MA. I am a registered representative of and offer securities (if an IAR or Financial Advisor, add “and investment advisory services”)(if an IAR or Financial Advisor and approved to conduct fee-based financial planning add, “ investment advisory services and financial planning”) through MSI Financial Services, Inc. member SIPC Supervisory address: 200 Clarendon Street, 19th & 25th floors, Boston, MA 02••••••••00”
EDUCATION
Framingham State University
Bachelor’s Degree
ABOUT ANDY JOYCE
As a CFP® certificant, Andy has met the experience and ethical requirements, completed the required coursework, and passed the rigorous CFP® Certification Examination. He must also agree to meet ongoing continuing education requirements and to uphold the Certified Financial Planner Board of Eithics & Professional Responsibility and Financial Planning Practice Standards.Andy\'s financial practice focuses on assisting individuals/families and the owners of family and closely-held businesses develop asset accumulation and risk management strategies. Andy strives to help clients prepare for more than short and long-term financial goals, but also what they wish to get out of life for themselves, their families, and their business.Coming from a family of business owners spanning three generations, Andy knew that he wanted to run his own business. Managing a financial practice, Andy is able to leverage his education in Finance with his deep desire to help people. He understands the challenges that families and business owners have balancing family, business, and other obligations; oftentimes feeling they can’t take the time to sit down to put a strategy in place. The most gratifying aspect of his practice is sitting down with his clients one-on-one and getting to know them on a personal and professional level, with the goal of making a conversation that can be very intimidating to some at first as comfortable as Registered Representative- Investment Advisor Representative-FINRA 6, 63, 65, and 7 RegistrationsLicensed to sell insurance and Securities in MassachusettsI am licensed to sell securities in: MA. I am a registered representative of and offer securities and investment advisory services through MML Investor Services, LLC. Member SIPC Supervisory address: 1 Marina Park Drive 16th Floor, Boston MA, 02••••••••00
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