Meet Joe

Joe D’Amore, CFP®, MSFS, M.Ed.

For more than 21 years, Joe has been a financial advisor with Baystate Financial Services in Boston, Massachusetts. Joe’s practice has focused on enabling clients to fulfill their financial goals and aspirations. He holds Series 6, 7, 24, 63 & 65 licenses from FINRA, a self-regulatory body that oversees U.S. broker-dealers and investment advisors. He has also earned numerous professional designations from the American College, culminating in a Masters in Financial Services in August of 2020. In April of 2021, he earned the Certified Financial Planner certification from the Certified Financial Planning Board and industry-leading professional standards board.

Results & Accomplishments

Governmental

Joe has also had a love for being a public servant and is a former elected and appointed official in his hometown of Groveland. In recent years, he has lead projects to redirect town government processes and leadership. His expertise in town governance, structure, and development of state legislation has resulted in transformative changes in his town’s government.

Caring for Community

Joe founded the Merrimack Valley Hope Mission (MVHM) in 2014, a humanitarian project that serves the poor and homeless of the Greater Merrimack Valley (Lawrence and Haverhill, Massachusetts). The organization is devoted to delivering “basic needs” to those living in poverty and are homeless. The group coordinates with local direct-aid agencies and volunteer groups to meet the vital needs of the most vulnerable persons living in poverty, homelessness, and faced with various issues that marginalize them. Joe has served more than 30,000 meals in Haverhill in the six years of hosting meals on Fridays at GAR Park. 

Social Awareness

His published editorials on social awareness and politics are well-read in the community, and he is a sought-after public speaker.

CPF Exam Prep

​Joe has embarked on a journey to help those who aspire to practice in the industry and those that already do pass the Certified Financial Planner exam through a study group he facilitates.