Walter R May, III
Financial Advisor
Call: 617-585-4505
Fax: 617-316-8263
wmay2@baystatefinancial.com
Before transitioning his team and clients over to Baystate Financial in 2015, Walter spent the first 20 years of his financial services career at Northwestern Mutual beginning in 1994. During those 20+ years Walter not only led the Boston office in total production numerous times but was also ranked #166 in total lifetime production at Northwestern and consequently has received numerous company and industry awards as well as being a sought after speaker and mentor for others in the industry. He is most proud of the relationships he has built with his clients over the course of his career. Walter graduated with a BSBA from the Questrom School of Business, Boston University in 1992.
Walter resides in Natick with his two children and enjoys attending their various academic and athletic activities and being the best dad he can be.
Walter R. May III, Domiciled in MA.| CA Insurance License #0C51814
Baystate Financial | 804C Main St. | Osterville, MA 02655
Sheri Delisle
Financial Planner
Call: 401-413-5364
Text: 401-358-5366
Fax: 774-843-4980
sdelisle@baystatefinancial.com
As a Financial Advisor, Sheri’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. She is trained and licensed to provide financial solutions to her clients and prospects. Her goal is to become a lifelong resource to her clients, and she is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Sheri 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.
Sheri has 12 years of investment advisory experience. She is currently enrolled in Bryant College’s CFP program. Sheri has been a member of the Million Dollar Round Table and has had multiple awards given to her throughout her career.
Lives in Cape Coral FL. Series 6, 63, 65, Securities registrations, and is Life, health, and property and casualty licensee.
Baystate Financial | 2296 Cape Heather Circle | Cape Coral FL 33991
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