Bolotin Financial Group

301 Edgewater Place, Suite 200 • Wakefield, MA 01880

(781) 876-4101

Our Team

 

 

 

 

 


Simplify
your life.

 

 

 

 

 


Our relationship with each client is based on mutual respect and trust. Therefore, we keep our focus on each client's individual needs, goals and objectives and work in a collaborative effort to achieve those goals and objectives. 

 

Alan C. Bolotin, CLU®, CHFC®, AEP

Financial Services Representative & Senior Financial Planner
Financial Advisor

Tel: 781-876-4101
abolotin@baystatefinancial.com

Alan is an established financial professional with more than 25 years of financial advisory experience. Alan has an unwavering commitment to his clients and to their sustainable success. At Bolotin Financial Group, he continues to 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.

As a client-centric advisor, Alan always strives to exceed client needs with exceptional focus, in-depth advice and a commitment to holistic solutions that give his clients and their families a lasting voice. Alan has spent a majority of his professional career in the financial services business and, as a result, has a true understanding of where the industry has been and what the future holds as the industry continues to evolve. He regularly pursues continuing education and new solution training to stay on the cutting edge of the industry. His personal center of influence boasts a network of accomplished leaders and innovators across diverse corporate cultures.

Jared Bolotin

Financial Services Representative & Financial Planner
Special Needs Planner

Tel: 781-876-4171
jbolotin@baystatefinancial.com

As a Financial Planner, Jared's mission is to assist families, business owners, entrepreneurs, physicians and individuals in defining their financial goals. Focusing on where they were, where they want to go and what is holding them back from achieving their goals. He is highly trained and licensed to provide financial solutions to his clients and prospects. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Jared is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.

Jared holds a Resource Economics/ Consumer Behavior degree with a focus on Family Finance from The University of Massachusetts Amherst, where he graduated with honors. Jared has been in the Financial Services industry since he was 17 years old and hold s the Special Needs Planner designation.

Jared lives in Boston with his family. He is an alumnus of Phi Sigma Kappa, and in his free time he enjoys snowboarding, golf and family time.

Brian Scanlon, CFP®

CERTIFIED FINANCIAL PLANNER® professional
Financial Services Representative & Financial Advisor
Senior Financial Planning Case Consultant

Tel:  781-876-4107
bscanlon@baystatefinancial.com

Brian joined the practice in November 2007 and works directly with Alan directly in the design and implementation of the various financial strategies we recommend and monitor. Brian focuses on coordinating our clients' investment accounts and retirement plans.

Brian received his BA in Biology from Harvard University and has worked in the financial services industry for the past 12 years. He holds his Series 7 license for all general securities, his Group Life and Health License and is also registered as an IAR (Investment Advisor Representative). In addition to his licenses, Brian holds the CERTIFIED FINANCIAL PLANNER™ certification. He brings a diverse background in the areas of Practice Management and personal financial strategies, equipping him to assist our clients in managing their retirement plans and investment portfolios.

Brian enjoys the outdoors - camping, hiking, fishing - and any and all sports. Having lived for 12 years in Paris, France, he speaks French fluently, with an affinity for French cuisine and Bordeaux wines. He and his wife Adrienne have been happily married for 30 years. Their two children live and work in the Boston area.

Micah Bolotin

Financial Services Representative & Financial Planner
Financial Advisor

Tel:  781-876-4120
mbolotin@baystatefinancial.com

As a Financial Services Representative, Micah Bolotin's mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. Micah focuses on 401(k)/retirement solutions. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At Bolotin Financial Group, Micah Bolotin is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.

Micah lives in Boston, MA. During his free time, he enjoys spending time with his family, coaching youth sports and playing golf.

Brenna Thornton

Executive Assistant to Alan C. Bolotin
Client Service Case Manager
Tel: 781-876-4133
brenna.thornton@baystatefinancial.com

 

 



Kirsten Daamen

Administrative Assistant to Jared Bolotin
Life Insurance Case Manager

Tel:  781-876-4148
kirsten.daamen@baystatefinancial.com

 

 

 

Emma Brandt

New Business Case Manager
Tel:  781-876-4166
emmabrandt@baystatefinancial.com

Contact Information:

Bolotin Financial Group

301 Edgewater Place, Suite 200
Wakefield, MA 01880

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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