Scott Gordon-MacEy

About Scott Gordon-MacEy

As a financial professional, I work with a variety of clients to gain clarity on their overall financial situation. Using financial and insurance strategies to solve complex problems, I help clients towards achieving their long-term financial goals. I received my Bachelor of Science in Business from the University of Massachusetts Amherst, and my MBA from Babson College. I hold a Series 6, 65, 7, and various insurance licenses, and have advanced designations from The American College CFP(R), CHFC(R), CASL(R). I live in Southern Vermont, which is culturally rich and diverse, with my wife, two kids, and a variety of animals. I am an active member of the community. I am licensed to sell insurance in CA, CO, DC, FL, MA, NC, NH, NJ, NY, SC, VA, VT. I am licensed to sell securities in: NH, MA, VT, FL, CO, SC. I am a registered representative of and offer securities, investment advisory services, and financial planning through MML Investors Services, LLC. Member SIPC Supervisory address: 1 Marina Park Drive, 16th Floor Boston, MA 02210. CA Insurance License#0L13214. CRN20••••••••31

Experience

1. Financial Services Representative, Financial Planner, and Special Needs Planner

   Baystate Financial

   Jan 2015 — Present · Brattleboro, VT, US

   Financial PlannerSpecial Needs Financial Planner,Financial Services Representative,Investment Adviser Representative, Registered RepresentativeSecurities and variable product licensed in CO, FL, MA, NC, NH, NY, SC, VT with Series 6, 63, 65, 7 Securities Licenses.Baystate Financial is a financial services firm that offers, through MMLIS, investments and investment management services. We also provide guidance on and implementation of group, executive benefits and corporate sponsored retirement plans; Life, Disability Income and Long-term care insurance; and strategies for estate and charitable planning. Baystate Financial has built a reputation for helping clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth means to them; leverage with regard to the ways they integrate and coordinate their assets and income to build, protect and distribute wealth in an efficient and effective manner, and knowing they have made informed and appropriate decisions that make sense of the complex financial lives they tend to lead.

Education

• Babson F.W. Olin Graduate School of Business

  Master of Business Administration (MBA), Marketing

  1995 — 1999

• University of Massachusetts Amherst

  BA, Marketing

  1989 — 1993