Joseph W. Hayes

CFP^®, CLU^®, CEPA^®

Wealth Advisor, Director

Joe has over 40 years of experience in the financial services industry. He has developed and maintained long-term client relationships with families and small businesses, with a focus on financial planning and retirement income planning. Joe specializes in the areas of insurance planning and investment management. Previously, Joe worked as a financial advisor, individual insurance broker and employee benefits consultant at Mass Mutual Financial Group and Guardian Life.

He is a CERTIFIED FINANCIAL PLANNER^® professional, Chartered Life Underwriter, Certified Exit Planning Advisor, and a member of the Financial Planning Association of Massachusetts. He has his Series 65. Joe has a Bachelor of Arts from Brandeis University and an MBA from Northeastern University.