Caitlin Desoye
Financial Planner, Financial Planning Specialist
- Role
- Financial Planner & Financial Planning Specialist at Baystate Financial
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Caitlin Desoye
Established in 1901, Baystate Financial is one of the nation’s largest independently owned financial planning firms, with over 300 advisors in 12 offices. Our firm is comprised of highly accomplished professionals who are continually recognized not only within Baystate, but also by industry organizations for the high caliber of work and exceptional client service provided. We hold important industry designations, such as CERTIFIED FINANCIAL PLANNERTM, CLU, ChFC, CPA and JD. With over 100 staff and Specialists, Baystate has a breadth and depth of resources across various fields of expertise, including Legal, Tax, Investment Management, Employee Benefits, Qualified Retirement Plans and Insurance.Baystate\'s Financial Planning Department\'s Value Proposition - With various platform offerings allowing us to customize our approach to each individual client’s situation, the right level of support, alignment of local resources and expertise, along with innovative and robust client service, we are committed to providing unmatched quality of advice, strategies, service, and product offerings to help our clients reach their goals.Specialties: Financial PlanningExperience with the following software/website platforms: NaviPlan, eMoney, Wealthy & Wise, Impact/PlanLab, Profiles Professional, WestLaw, Lexis Universe, and Bloomberg.Caitlin DeSoye is a registered representative of MML Investors Services, LLC. Member SIPC I am licensed to sell securities in NH. I am licensed to sell insurance in NH. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC Supervisory address: 1 Marina Park Drive, 16th Floor| Boston, MA 02210).
Experience
Financial Planner & Financial Planning Specialist
Sep 2013 — Present · Exeter, NH, US
Education
Bentley University
Bachelor's, Finance - Financial Planning
2001 — 2005
Suffolk University Law School
JD, focus on Estates and Taxation
2008 — 2012
Swampscott High School
HS Diploma
1997 — 2001
Skills
- Employee Benefits
- Fixed Annuities
- Securities
- Estate Planning
- Investment Management
- Financial Planning
- Series 63
- Financial Services
- Financial Analysis
- Fixed Income
- Disability Insurance
- Iras
- Tax
- Insurance
- Wealth Management Services
- Financial Planners
- Series 65
- Investments
- 401k
- Wealth Accumulation
- Retirement
- Bonds
- Strategic Financial Planning
- Investment Strategies
- Alternative Investments
- Financial Advisory
- Asset Allocation
- Mutual Funds
- Risk Management
- Investment Advisory
- Wealth Management
- Retirement Planning
- Long-Term Care
- Personal Financial Planning
- Tax Planning
- Life Insurance
- Finance
- Wealth
- Asset Management
- Pensions
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.