Jonathan Matrullo
Login to view DISC.Jonathan Matrullo is an established financial professional with over 17 years of experience specializing in retirement planning, estate conservation, and business succession. A graduate of Providence College and holding an MBA from Bryant University, he focuses on creating holistic solutions for professionals, entrepreneurs, and multi-generational families at Baystate Financial.
Jonathan is deeply committed to his industrys professional community. He is heavily involved with the National Association of Insurance and Financial Advisors (NAIFA), where he has served as the Rhode Island chapters Past President and currently holds roles including National Committeeperson and Membership Chair.
He was recently recognized as the #1 Best-in-State Financial Security Professional by Forbes for 2026.
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