Charles G. Brown

CONNECT

Address:

200 Clarendon Street, 25th Floor
Boston, MA 02116

Phone:

617-585-4529

Fax/Other:

855-269-7051

Our Team

Charlie Brown
Financial Advisor, Financial Services Representative
Tel: (617) 585-4529 • cgbrown@baystatefinancial.com

Charlie's role as financial advisor is to assist individuals, families, and business owners in organizing their financial lives.  This process begins by first identifying your unique set of short, medium, and long-term financial goals in a thorough qualitative and quantitative fact-finding discussion.  From there, Charlie works with his team of professionals to develop a customized and comprehensive strategy focused around your unique situation and priorities.  Charlie's team includes a solid infrastructure of professionals, who share their knowledge on a wide range of financial issues so that he can provide you with financial solutions.  Perhaps most importantly, Charlie recognizes that life does not adhere to a 'static plan' so he places a strong emphasis on the importance of ongoing service and keeping in touch regularly to adjust the plan as needed.  With that, Charlie strives to develop long-term relationships with clients, founded upon trust, loyalty, and sincere concern for their well-being and financial security. Charlie holds a degree in Economics from the University of Massachusetts Boston.

He lives in Boston and is a member of UMass Boston Alumni Association Board of Directors. During his free time he enjoys running, traveling, and spending time with his family and friends.

 

Sybil Durgin, CFP
Financial Planning Director

Tel: (617) 585-4564sdurgin@baystatefinancial.com

Sybil works closely with Charlie to develop personalized financial plans to his clients through a comprehensive and integrated planning process. Throughout the planning process, Sybil utilizes a very sophisticated software to aid in plan development and optimization. She brings many years of experience and a wealth of planning knowledge to the table to enhance our discussions. 

 

 

 

 


          

To ensure that we are optimizing our clients' financial objectives we work with a team of professionals who collaborate and share expertise on a wide range of financial issues. As a result, we can develop a truly customized and comprehensive strategy focused around your unique situation and priorities. 

 

Thoughout the planning process you may be introduced to other Baystate Resources who support my team. These include:

Lori Hutchinson
PFV Onbaording Specialist

Lori began working at Baystate Financial in 2013 on the Financial Planning Team as the PFV Onboarding Specialist.  She works directly with advisors and their clients to set up their Personal Financial View websites.    Lori also demonstrates how to use the features in a live web based meeting or in a face to face meeting.   She also provides ongoing support for PFV users to ensure they are getting the most of out of their website.  

Lori graduated from Endicott College in Beverly, MA.  She holds her New Hampshire Life, Accident and Health License and LTC certification.

 

Jennifer Shea, J.D*, MBA
Estate and Business Planning

Jennifer Shea is an Attorney by education and heads up the Estate and Business Planning department at Baystate Financial.  In this role, Jennifer works with Financial Representatives to provide subject matter expertise to help identify and create customized solutions for clients. Jennifer is well-versed in all areas of financial planning and has developed particular expertise in the areas of estate planning, insurance, philanthropy and retirement.

Jennifer received a B.S. from The Pennsylvania State University, J.D. from Syracuse University College of Law, and M.B.A. from Syracuse University School of Management.  While in law school, she served as Executive Editor of the Syracuse Law Review.  Jennifer has also attained the Chartered Retirement Planning Counselor™ designation along with the CERTIFIED FINANCIAL PLANNER™ certification, which is awarded by the CERTIFIED FINANCIAL PLANNER™ Board of Standards.

Prior to joining Baystate Financial Services, Jennifer was a Senior Planning Specialist at Merrill Lynch and an associate at a boutique trust and estate law firm in Boston. She has experience in estate planning, estate administration, trust administration and the related areas of estate, gift and generation-skipping transfer tax planning.  Jennifer also completed a two-year appointment as Co-Chair of the Boston Bar Association's Estate Planning  Fundamentals Committee.

Jennifer is admitted to the bar in Massachusetts and is an active member of the Women's Bar Association, Boston Estate Planning Council and the Trusts and Estates Consortium.

 

Herbert Daroff, J.D.*, CFP
Estate and Business Planning

Herb is an attorney by education and very proud to be a financial advisor by profession. He heads up Estate and Business Planning for Baystate Financial in Boston where he provides custom case design and is also available on a consultation basis.  He has been actively involved in the financial services industry since 1973.  Herb is on the faculty at Bentley University in Waltham, MA.

Mr. Daroff graduated from Drexel University with a B.S. in Commerce and Engineering in 1975, and Temple University - School of Law with a J.D. in 1979.

Herb is very active in volunteer efforts in his community and the financial services industry. He is Past President of the Greater Boston Chapter of the International Association for Financial Planning (IAFP, now the Financial Planning Association, FPA) and served as a member of the national IAFP Ethics Committee.

Herb's creativity, experience, and resourcefulness enable him to work very well with clients and their professional advisory team in order to implement responsive solutions for financial objectives.

Herb is contributing editor for LIFE & Health Advisor.

His areas of focus include:

-Estate Planning Strategies
-Family Business Continuity Planning
-Creative Incentives for Selected Key Executives
-Voluntary vs. Involuntary Philanthropy
 
 
 

Rick Petrucci
Estate and Business Planning

Rick Petrucci focuses in the areas of estate planning, business succession planning, financial planning, executive compensation planning, taxation, asset protection planning, special needs planning, and elder law.

Rick's creativity, experience, and resourcefulness enable him to work well with our clients and their professional advisors in order to implement responsive solutions for financial objectives.

Previously, Rick had been an estate planning attorney in private practice, an estate and business planning attorney with a national insurance company, and a tax lawyer with an international accounting firm.

In addition to being an attorney, Rick is also a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant.

Rick graduated from Bryant University with a B.S. in Business Administration (Accounting and Finance) in 1988 and from Hofstra University School of Law in 1991.

Rick is a member and past Co-Chairperson of the Probate & Trust Committee of the R.I. Bar Association; a member and past Chairperson of the Financial Planning Association, Rhode Island Chapter; a member of the Estate Planning Council of Rhode Island; and a member of the Parish Finance Council of Holy Apostles Church in Cranston, Rhode Island. 

 

Robert Piatelli
Head of Life Insurance Sales and Marketing

Robert (Bob) leads the Life Insurance Sales and Marketing department. He began his career at Baystate Financial in 1975 before leaving to work at New England Financial in Product Design and Development for the next five years. He returned to Baystate Financial where he now is the Life Products Director.

With 35 years of experience in the life insurance industry he focuses on the sale and conservation of life insurance. Bob works closely with advisors to help them with case design that will assist them in finding the best solutions for their client's needs.

 

We also offer referrals to external resources in mortgage lending, estate planning, real estate and other relevant fields. As necessary, we are happy to make introductions.

*licensed not practicing on behalf of MML Investors Services

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Check the background of this financial professional on FINRA's BrokerCheck