Jerald "Jerry" Facey

Credentials:
  • ChFC®
  • CFP®
  • CLU®

Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Group Benefits, Estate Planning, Financial Education

Languages: English

Jerry Facey, a CERTIFIED FINANCIAL PLANNER™ professional, began his financial services career in 1994, and has been with Baystate Financial since 1997.

He has built his practice to serve busy affluent clients in multiple financial areas to provide coordinated wealth management. With a significant team of talent and resources, he assists clients with financial planning, investments, insurance and employee benefits. Clients know that financial answers are a single phone call or email away.

Jerry is a Financial Planner, Investment Advisor Representative (IAR), and Registered Representative with MML Investors Services, LLC (MMLIS). He is a licensed insurance broker offering solutions from dozens of companies through ASH Brokerage. 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; Jack, Cara, and Colleen.

See Jerald’s Licenses and Disclosures

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Baystate Financial

Main Office

200 Clarendon Street 19th Floor
Boston, MA 02116-5021

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CRN201903-208966