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Financial Services and Insurance in Fall River, MA: J. Marshall Associates Investment and Insurance Services serving the Greater Fall River area of Massachusetts

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Financial Services
& Insurance

508.673.3300 [email protected]

  • Home
  • About Us
    • Credentials and More
    • Our Philosophy
    • Profiles
      • Joseph A. Marshall
      • Tracy Baker
      • Kimberly Butterfield
      • Richard C. Bassett
      • Lucy M. Faria
    • Our Process
  • Our Services
    • Investments
    • Financial Planning
    • Insurance
  • Resources
    • Company Newsletter
    • FAQ
    • Links
  • Contact Us
    • Online Contact Form
    • Company Directory
    • Directions
  • Home
  • About Us
    • Credentials and More
    • Our Philosophy
    • Profiles
      • Joseph A. Marshall
      • Tracy Baker
      • Kimberly Butterfield
      • Richard C. Bassett
      • Lucy M. Faria
    • Our Process
  • Our Services
    • Investments
    • Financial Planning
    • Insurance
  • Resources
    • Company Newsletter
    • FAQ
    • Links
  • Contact Us
    • Online Contact Form
    • Company Directory
    • Directions

About Us

Profiles


Tracy Baker
OSJ, Branch Manager
Tracy Baker
OSJ, Branch Manager

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Tracy Baker

Tracy joined the team at J. Marshall Associates in 1993.  She was previously employed at Travelers Insurance Company for several years.

She received her Bachelor’s Degree, magna cum laude, from the University of Massachusetts Dartmouth, where she majored in Accounting.  She also holds an Associates Degree, Highest Honors, from Bristol Community College where she studied Legal Secretarial Science.  She is a member of the International Honor Society in Business Administration, Delta Mu Delta.

Tracy holds Series 7, Series 24 and Series 66 securities registrations and is registered with Cetera Advisors, LLC, Member FINRA / SIPC.  She is licensed in MA, RI, CA, FL, NJ, CT, AK, NH, ME, NC, PA, AR, GA, NY, SC and TX.  She also holds her Producer’s license for Life, Accident and Health through the Rhode Island and Massachusetts Divisions of Insurance.

She is a Somerset native and alumna of Somerset High School.  When not at the office servicing her clients, she’s at the gym, skiing or at the beach.  She is an animal lover and especially adores English Bulldogs.  Tracy resides in East Greenwich, Rhode Island, with her husband, Dave, and sons, Brody and Brendan.

Credentials / Designations / Registrations

  • Managing Director
  • Securities Registrations: Life & Accident and Health
  • Insurance, Series 7, 66 and 24.

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Joseph Marshall

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Kimberly Butterfield

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J. Marshall Associates, Inc.
982 Eastern Avenue
Fall River, MA 02723
508.673.3300
[email protected]

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Disclaimer
© 2023 J. Marshall Associates, Inc.

Securities and advisory services offered through Registered Representatives of Cetera Advisors, LLC (doing insurance business in CA as CFGA Insurance Agency), member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors, LLC site at ceteraadvisors.com.

Kimberly Butterfield – California insurance license # 0H56400.

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  • Home
  • About Us
    • Credentials and More
    • Our Philosophy
    • Profiles
      • Joseph A. Marshall
      • Tracy Baker
      • Kimberly Butterfield
      • Richard C. Bassett
      • Lucy M. Faria
    • Our Process
  • Our Services
    • Investments
    • Financial Planning
    • Insurance
  • Resources
    • Company Newsletter
    • FAQ
    • Links
  • Contact Us
    • Online Contact Form
    • Company Directory
    • Directions