MassMutual financial professional.

Jerald "Jerry" Faceyemail

Baystate Financial

200 Clarendon St 19th Floor
Boston, MA 02116

  • Professional Story

    Jerry Facey, a CERTIFIED FINANCIAL PLANNER™ professional, entered financial services in 1994, and has been with Baystate Financial since 1997. He has built his practice to serve busy affluent clients in multiple financial areas for coordinated wealth management.  With a significant team of talent and resources, he provides financial planning, insurance, investments, and employee benefits.  Clients know that financial answers are a single phone call or email away. 

    Jerry is a Financial Planner, Register Representative, and Investment Advisor Representative (IAR) with MML Investors Services, LLC.  He is a licensed insurance broker with Crump offering solutions from dozens of companies*.  Jerry is a CERTIFIED FINANCIAL PLANNER™ certificant, and received his ChFC® and CLU® from the American College.  His BA Degree is in Economics from Holy Cross College. He resides in Milton with his wife Patty and their three children

     

     

  • Languages:
    • English

  • Credentials:
    • ChFC®
    • CFP®
    • CLU®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Retirement Income Planning
    • Group Benefits
    • Estate Planning
    • Financial Education

Check the background of this investment professional on FINRA’s BrokerCheck

See Jerald’s Licenses and Disclosures

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