Financial Planners

Baystate Financial Services, LLC

Baystate Financial Services is one of New England's oldest and largest privately owned financial services firms, with offices throughout the northeast. For over a century, we have provided insurance, investment management, estate planning, bus... More...

Merrill Lynch Fiduciary & Special Needs Group

Scott MacDonald is a First Vice President and Certified Special Needs Advisor. He has over 24 years of industry experience, joining Merrill Lynch in 1987. Mr. MacDonald has been featured in a variety of publications on serving clients with disabil... More...

Brandon D. Ross, Certified Special Needs Advisor (CSNA)

I am a Certified Special Needs Advisor which enables me to be uniquely qualified to help the families of children and adults with special needs. Having a son of my own who was diagnosed in 2005, I can help you navigate those issues and create a pl... More...

Baystate Financial Services

Baystate Financial Services is one of New England's oldest and largest privately owned financial services firms, with offices throughout the northeast. For over a century, we have provided insurance, investment management, estate planning, bus... More...

NYSARC

NYSARC, Inc. is America's largest non-profit organization supporting people with intellectual and other developmental disabilities and their families since 1949. NYSARC is the New York State Chapter of The Arc.

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Certified Special Needs Advisor, Merrill Lynch Wealth Management

Susan is a Financial Advisor, and a Certified Special Needs Advisor with Merrill Lynch's Families of Children With Disabilities Program. She can help families integrate special needs concerns into their broader financial strategy and find appr... More...

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