He is also deeply engaged in family and community. Coley and his wife enjoy cheering for their daughters at lacrosse, basketball, volleyball, and field hockey games. Golf is one of his favorite pastimes, along with spending summers at the family’s Narragansett beach club, where he serves as Treasurer on the Board of Directors.
For Coley, financial planning is about more than numbers—it’s about building a trusted partnership to help families live with clarity and confidence.
Coley’s career in financial planning began at Tucker Anthony (later RBC Dain Rauscher), where he worked before transitioning to Baystate Financial. Over more than two decades, he has built a career helping individuals, families, and business owners define and pursue their goals through comprehensive financial planning.
Coley holds the CERTIFIED FINANCIAL PLANNER™ designation and has dedicated his career to acting in clients’ best interests, providing guidance that is both personalized and practical.
We’re here to help make sure it does.