Douglas M. Gordon
Financial Advisor
Office: (860) 313-4814
Call/text: (860) 406 5031
DouglasGordon@BaystateFinancial.com
Throughout Doug’s 38+ years in the financial services industry, he has developed extensive experience in the areas of investment strategies, retirement planning, education funding strategies, corporate benefits, and estate conservation.
Doug has attained many prestigious industry honors, including: Million Dollar Round Table Member (every year from 1997-2023), Five Star Wealth Manager Award* (2013-2023).
Doug graduated of Watkinson School and Clark University, is a registered representative of MML Investor Services, Inc. and holds several securities licenses (Series 6, 22, 63 and 65)
Doug’s goal is to provide tailored financial services for his clients. Focusing on helping them, organize, protect, grow and preserve their wealth by using advanced investment, retirement and education funding strategies.
Doug is committed to developing and maintaining long-term relationships, while in pursuit of excellence and utilizing the highest ethical standards.
Brooks Loomis
Financial Advisor
Office: (860) 313-4815
Call/text: (617) 676 2459
brooksloomis@BaystateFinancial.com
Stacey Soler
Executive Assistant
Office: (860) 313-4859
Call/Text: (860) 772 0433
Fax: (860) 521-2214
ssoler@BaystateFinancial.com
*This award has been issued by Five Star Professional. For each year issued, the award issue date and time period are as follows: 2023: 11/01/23, 02/13/23- 08/31/23; 2022: 11/1/22, 2/29/22 - 9/2/22; 2021: 11/1/21, 2/15/21 - 9/10/21; 2020: 11/2/20, 2/17/20 - 9/18/20; 2019: 11/1/19, 2/18/19 - 9/27/19. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For additional information, visit www.fivestarprofessional.com.