200 Clarendon St 19th Floor
Boston, MA 02116
As a Wealth Management Advisor, Jason Sebell’s mission is to assist individuals, families and business owners in defining their economic goals and using their resources to help maximize financial independence. He views his role as that of a financial doctor, helping his clients achieve their optimal fiscal health. Jason is trained and licensed to provide financial solutions to his clients and prospects.
His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Jason 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.
Jason holds a combined degree from Colgate University in Sociology and Anthroplogy. He has 2 years of investment advisory experience, with an emphasis on strategic growth, long-range planning and tax efficiency. Jason is also member of the BNI All-Pros Chapter of Foxborough MA.
Jason lives in Franklin, Massachusetts with his wife Deena and two sons. Jason is an avid musician, chef, gardener, and enjoys surfing, scuba diving and traveling the world with his family.
- Insurance Strategies
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Retirement Income Planning
- Retirement Strategies
- Business Owners
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Jason’s Licenses and Disclosures