Baystate Financial Services, one of New England’s oldest and largest financial services firms, announces that Theresa Failla of Woburn, MA has joined their firm as a Financial Advisor.
Theresa Failla brings 20 years’ experience in the financial/insurance industries to her new role. She recalls that she began in the industry as an agency secretary, helping agents with letters they sent to prospects. She later advanced to a marketing/recruiting position and then a sales assistant to a financial planner where she later earned a Registered Paraplanner designation from the College for Financial Planning during her earlier years in the financial services industry.
In her new role, she will help her clients with their life insurance and investment needs. She said her first-hand experiences working with a financial advisor when she was in her late 20s helped her achieve some of her own goals, including buying her first home and a car. “I couldn’t have done that without the trust and advice I received from my financial advisor, and it has taught me the importance of what an advisor can do,” she said. She later then earned her Registered Paraplanner designation to help the financial advisor grow his business.
Today, she holds Series 6 and Series 63 licenses, and is licensed to sell life, accident and health insurance and investment products. She is licensed not only in Massachusetts but also in the states of New Hampshire, South Carolina, Ohio, and Kansas.
Born in Vietnam, Ms. Failla came to the United States when she was five years old. Today, she resides in Woburn with her husband, Joe, and son, A.J. She enjoys spending time with her family, cooking, socializing and meeting new people (when she safely can) and reading as learning new things/ideas is her favorite pastime.
Of her new role, she said, “I am really looking forward to working with my clients here at Baystate Financial. I am grateful for the resources that Baystate Financial makes available to us to help our clients including their team of experts.”
About Baystate Financial Services:
Baystate Financial is one of New England’s oldest and largest 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.
