Jerald "Jerry" Faceyemail
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 multiplefinancial 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
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