Financial Planning

  • Understanding retirement plans: IRA, 401k, and Roth IRA

Understanding the Basics of Roth IRAs

2024-02-06T11:34:37+00:00|

Understanding the Basics of Roth IRAs Title: Unlocking the Potential of Roth IRAs: A Comprehensive Guide Roth IRAs ...

Navigate

Schedule a complimentary introductory call below to get started today!

Bennett Financial Partners

© Copyright 2012 - 2024 | Bennett Financial Partners | All Rights Reserved | Powered by GrowACompany Digital | Privacy Policy

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

Thomas P. Loonie, CPA, MSFP

Bennett Financial Partners - Thomas P. Loonie, CPA, MSFP

Tom Loonie specializes in providing Financial Planning Analysis and Wealth Management strategies to clients from all walks of life.

He is a graduate of Stonehill College, where he earned an undergraduate degree in Accounting. Upon graduation in 1995 he went to work for the Commercial Audit Division of Arthur Andersen, specializing in audits of mutual funds and publicly traded companies. In 1999, he earned his Certified Public Accountant License. From there, he went to the Internal Audit Division of Fidelity Investments. During that time, he attended Bentley College part-time, earning a Masters in Financial Planning.

He is a member of the American Institute of Certified Public Accountants, the Massachusetts Society of Public Accountants, and the Financial Planning Association. He is a investment advisor representative with, and offering securities through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial Registered Representative(s) associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

John ‘Jack’ McCarthy, III, CLU, CFP®

Bennett Financial Partners - John J McCarthy III

As Chief Investment Officer of Bay Financial, Jack oversees key aspects of the firm’s investment policies and strategies. He assists advisors of the firm serve high net worth individuals and their families by developing a strategic asset-allocation plan and making recommendations on investments and outside money managers designed and implemented with to goal to help accumulate, protect and transfer wealth.

He is a second-generation financial advisor with over thirty years of experience consulting to executives, small business owners and providing wealth management services to high net worth individuals. He is a graduate of Babson College with a Bachelor of Science degree in Business Administration, he is a CERTIFIED FINANCIAL PLANNER™ professional, and has earned the Chartered Life Underwriter (CLU) professional designation. He is a registered representative with LPL Financial, and is one of the LPL Registered Principals with Bay Financial Associates.

Jack and his wife Kate live in North Attleboro, MA with their two children, Tess and John. When their daughter was young, Jack and his wife, along with three other families, founded a girl’s select soccer club that trained and supported hundreds of girls in the North Attleboro area. In his spare time, Jack serves on the boards of non-profit organizations, helps organize an annual charity golf tournament and enjoys spending time with his family.

The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial Registered Representative(s) associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

John S. Kerr, CLU®, ChFC®

Bennett Financial Partners - John S Kerr

John previously served as the firm’s Managing Principal and CEO for 36 years and alongside his team was integral in building and growing Bay Financial Associates to one of the largest and most respected wealth services firms in the Northeast. He continues to assist and mentor financial professionals and staff across the company.

Since 1983, John has advised high net worth individuals and families in the areas of financial planning, estate and insurance planning, investment management and portfolio construction. John graduated from Wilkes College (now University) with a BS in Business. In addition, he has received his industry designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College of Bryn Mawr, Pennsylvania. He has held numerous leadership positions in national industry organizations including The Society of Financial Services Professionals, AALU, GAMA and LIMRA’s Research Agencies Group. Additionally, he has served on the Advisory Boards for 7 Financial Services Companies.

For the past 13 years, John has served as the Trustee of his alma mater, Wilkes University and serves on the finance and endowment committees. He is passionate about creating opportunities for young people and along with his wife, Renate, has endowed the John and Renate First Generation College Student Scholarship Fund.

John and Renate live in Dover, Massachusetts and have two adult children and two wonderful grandchildren. When not working for his clients, he can usually be found taking photos, stumbling down a ski slope or struggling with his golf game.

The investment professionals at Bay Financial Associates, are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial Registered Representative(s) associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Joseph Donovan JD, LL.M

Bennett Financial Partners - Joseph A Donovan

Joseph Donovan is a Managing Principal at Bay Financial Associates and a key component of the collaborative team at Bennett Financial Partners. Joe supports advisors who serve families and businesses by helping them design and implement specialized wealth management plans that strives to accumulate, manage and transfer wealth. He manages a large experienced team that is dedicated to supporting these advisors as they transition, grow and manage their practices. BFA’s support team includes a Chief Investment Officer, Director of Financial Planning, Director of Compliance, as well as Sales and Administrative support. Joe has spent his career helping advisors implement wealth management, wealth transfer, charitable and business succession planning strategies for high net worth and ultra-high net worth families.

Joe is a graduate of Boston College, received his JD from Case Western University Law School and his LL.M (Masters of Tax Laws) from Boston University School of Law with studies at New York University School of Law. He is a member of the American Bar Association’s trust and estate section and a member of the Boston Estate Planning Council. He is also a former board member and past chairman of the Italian Home for Children’s Planned Giving Committee and once served as an incorporator for the Rowell Foster Children Fund, Inc.

Joe’s experience includes practicing with a Big Four accounting firm, a law firm, and managing a legal team at a major insurance company. His legal, financial, accounting and insurance industry experiences make Joe adept in the sophisticated use and design of financial, retirement, and estate plans. His team approach helps coordinate the planning process with our clients’ CPAs, attorneys, family office and other professional advisors.

He is also able to explain complicated financial planning, charitable, business, and tax planning concepts in understandable terms. Joe is a frequent speaker and writes on estate, business, and retirement planning issues. He has spoken at the national meeting of the Society of Financial Service Professionals (SFSP), regional estate and tax bar associations, and the national conferences of some of the largest broker dealers in the country.

Joe was a member of Boston College’s hockey team that reached the Final Four. He’s married with two sons and a daughter. Joe is active in his community and enjoys coaching, playing golf, and skiing.

The investment professionals at Bay Financial Associates are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial Registered Representative(s) associated with this website may discuss and or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Go to Top