Nicole Stefanowicz

Team Operations Manager

Domicile State: VT

Relationships have always been my primary passion. With that in mind, I recently made a career change into the financial services industry. As a Practice Manager, I support a team of established financial advisors who 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.

Our advisors use a team approach to optimize our clients experience; leveraging multiple fields of expertise to help provide flexible and long-term solutions aligned with their goals and objectives. By having an open discussion and understanding what is important to our clients, our team can design a customized strategy.

Baystate is a leading independent financial services firm, meaning it’s our advisors’ job to work in your best interest. Our goal is to build and maintain a trusting lifelong relationship with you and your family -- because your success is our success! 

Phone 802.264.6646
Fax 802.863.0343