Norwell, MA Office

Elizabeth Vallone is a financial advisor at Bay Colony Advisors with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Bay Colony Advisors and Essential Asset Management, LLC since 2015. In addition to her advisory role, she works as an independent insurance agent for Essential Asset Management on a limited basis. Bay Colony Advisors serves individual investors, high-net-worth families, trusts, retirement plans, and institutional clients with financial planning, portfolio management, retirement plan consulting, and related services. The firm integrates a fundamental, long-term investment approach with access to model portfolios and third-party sub-advisers, while offering family-office and concierge services alongside institutional retirement fiduciary solutions.

Stephen Daglio is a financial advisor at Bay Colony Advisors with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bay Colony Advisors since 2015. In addition to his advisory role, he operates as an independent insurance agent. Bay Colony Advisors serves individuals, high-net-worth families, and institutional retirement plans with portfolio management, financial planning, retirement-plan consulting, and family-office services. The firm employs a primarily long-term, fundamentally driven investment approach using diversified mutual funds, ETFs, and other instruments, managing approximately $1.26 billion in client assets across about 30 advisors.