Abigale Hull Magruder
Co-Director of Financial Planning
Abigale began her career in 2011 with Baystate Financial as a sales support consultant on the Sales Desk and transitioned to the Financial Planning department in late 2012. As Baystate's Peronal Financial View® Training Director. Abigale is reponsible for managing the firm's financial planning and Personal Financial View® software. In addition to her role as the PFV® Trainging Director, Abigale is also a financial planning case writer where she is responsible for overseeing the financial plan development process to help ensure that the recommended strategies meet a fiduciary standard of care for the financial well being of clients.
Her role includes:
- Providing comprehensive financial planning services for clients of the firm.
- Analyzing client situations and developing recommendations for proposed planning solutions.
- Working with financial planners to get plans approved to then deliver to clients.
- Training the firm's financial advisors to utilize the financial planning software for both client aggregation and financial planning projects.
Abigale graduated from Wheaton College in 2011 with a bachelor's degree in Economics and holds her Series 6, 7 and 65 licenses.