Baystate Financial hires two industry veterans in Rhode Island
Boston (April 2015) – Baystate Financial, a respected wealth management firm headquartered in Boston with 14 offices throughout New England, including an office in East Providence, announced recently the addition of two new Financial Advisors to its expanding enterprise. Robin Lovely & Josh I. Gorra are established financial professionals with more than 28 years of collective financial advisory experience and will be based in the East Providence office. At Baystate, Lovely & Gorra will continue to provide a full spectrum of financial advisory services, including retirement planning, estate conservation, protection planning, and business succession, to an established clientele of professionals, entrepreneurs and multi-generational families.
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As a managing sales director & registered representative for Baystate Financial, Joshua I. Gorra’s mission is to assist individuals, families and business owners in defining their financial goals and achieving their financial freedom. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Gorra is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients and continue the top-tier recruiting efforts that have led to Baystate Financial’s expansion throughout New England. Joshua holds a Financial Service Management degree from Johnson & Wales University and continues to be involved with his alumni class from 2004. He has over a decade of experience in the financial services industry.
Joshua lives in Western Cranston, RI [with his fiancé Vanessa but is still very involved with the Providence community. He is a member of the Rhode Island Latino Professionals Association (RILPA), American Red Cross, Muscular Dystrophy Association, & Best Buddies Organization. During his free time, he enjoys walking his dogs, biking, golf, & vacationing with his family.
As a registered representative for Baystate Financial, Robin Lovely is the Founder and Principal at Lovely and Company which was formed in 2007. Prior to starting Lovely & Company, Robinspent ten years as a Financial Advisor and Financial Planning Specialist at Smith Barney.
Robinreceived her RN from Hartford Hospital School of Nursing in 1976, BSN (summa cum laude) from Northeastern University in 1981 and an MBA from Harvard Business School in 1985. She holds the Certified Financial Planner designation (CFP®) as well as the certification as a Divorce Financial Analyst (CDFA™).
Robinhas spent her career bringing together the “soft” skills of empathetic listening, compassion and responsiveness with the “hard” skills of detailed analysis, evaluation and problem solving. As a former nurse manager and health care operations executive, she used these skills for the benefit of her staff and the organizations she managed. Since 1998, she has been providing sound financial and investment advice to clients experiencing or anticipating a major life transition.
Robinhas been an active Rotarian for 16 years, is a two-time Paul Harris Fellow, former Rotarian of the Year (Martha’s Vineyard) and served as President of the Rotary Club of Warwick, RI for the 2011-2012 year. She also served on the Executive Board and Finance Committee of Cornerstone Adult Services, now a member of the St. Elizabeth Community. Robin is involved with the Harvard Business School Association of Southeastern New England and has previously served in a variety of leadership roles for a number of women’s business organizations.
“We at Baystate Financial have continued to raise the bar for our associates while maintaining the highest standards of excellence when it comes to business ethics, our services and products, and our dedication to our clients,” stated David Porter, Managing Partner. “I‘m very excited to add both Robin & Josh to our team in Rhode Island.”
About Baystate Financial Services:
Baystate Financial Services, LLC is one of New England’s oldest and largest privately owned financial services firms, with offices throughout the northeast. For more than a century, Baystate has provided a growing number of professional and business clients with a broad range of services and products specifically designed to help meet their financial needs. Baystate Financial Services is committed to each client’s individual financial success. For additional information, please visit www.baystatefinancial.com.
Metropolitan Life Insurance Company New York, NY 10166 (MLIC). MLIC markets as Baystate Financial. Securities products and investment advisory services are offered through MetLife Securities, Inc. (MSI) (member FINRA/SIPC), and a registered investment adviser. MLIC & MSI are MetLife companies.
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