About Me

Erik M. Potts, CLTC
Special Needs Planner
Registered Representative and Financial Planner

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Erik Potts is a Financial Planner with Baystate Financial Services. Erik’s clientele includes typical family planning and business planning. He works with clients to define their long-term goals and create a financial plan to attain these goals. This includes helping them make financial decisions and solid investment strategies. As a MetDESK® Specialist (MetLife’s Division of Estate Planning for Special Kids) he assists families with creating strategic financial solutions for the future of their children or other dependents with special needs.

Erik believes in a holistic, interactive approach to financial planning. He works with a team of advisors to customize a financial road map to help each client achieve their hopes and dreams financially. He draws upon a network of knowledge from estate and business planning attorneys, CPAs and other specialists within Baystate Financial Services. Erik has been a featured speaker with attorneys and other advisors at various associations and special needs organizations throughout the Northeast.

Erik joined Baystate in the Spring of 2003. Prior to joining Baystate, Erik graduated early from Bentley University with a Bachelor’s Degree in Finance with a concentration in financial planning and investments. At a young age, Erik founded and sold a prosperous business and experienced first hand how critical a long-range financial plan can impact the success of one’s financial future. As a result, Erik set out to impact others in a similarly positive manner and has never looked back.

Erik is an affiliate of The Financial Planning Association and a qualifying member of the Million Dollar Round Table (MDRT), which is an international association of leading financial professionals recognized as the standard of excellence in the life insurance-based financial services industry. He is an active member of the Autism Society of New Hampshire, as well as other various non-profit organizations and networking groups throughout New England. Erik is very involved within the aviation community and other various motor sports clubs. He resides in the Seacoast area of New Hampshire where he enjoys outdoor sports, flying and spending time with friends and family.

Erik Potts is a Registered Representative and a financial planner of New England Securities. Securities products and investment advisory services are offered through New England Securities, member FINRA/SIPC and a registered investment advisor, Boston, MA. Branch Office:One Exeter Plaza, Boston, MA 02116, 617-585-4500. Baystate Financial Services is a separate entity from New England Securities.

Neither New England Financial nor any of its affiliates, employees or representatives provide specific tax or legal advice. Please consult an attorney regarding your own personal situation. Securities products and fee-based financial planning offered through registered rErik Potts epresentatives and financial planners, respectively, of New England Securities a broker/dealer (member FINRA/SIPC), and registered investment advisor.

Note Baystate Financial Services is a separate entity from NES.