MassMutual financial professional.

John "Jay" Williamsemail

Baystate Financial - New Bedford

158 Charles L. McCombs Blvd.
New Bedford, MA 02745

  • Professional Story

    Jay is the founder and President of Williams Estate & Financial Group. He focuses on estate and financial planning for both businesses and families.  From business to family, Jay works to help clients prepare for the financial future they hope to achieve and help others preserve what they have worked hard to build. 

    He utilizes his previous experience practicing law to help clients achieve their goals for retirement and to leave a legacy. Jay has a bachelors' degree in Civil Engineering from UMass Amherst, a law degree from UMass School of Law and was admitted to the Massachusetts Bar in 2007.  He was sworn in as a member of the U.S. District Court in 2010 and is a member of NAIFA, MDRT, the New Bedford Bar Association, the Massachusetts Bar Association and the South Coast Senior Resource Association. He iholds a designation of Accredited Estate Planner and is a member of the Bristol County Estate Planning Council.  

  • Languages:
    • English

  • Credentials:
    • AEP®
    • CFP®
    • JD**

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Retirement Income Planning
    • Business Owners
    • College Funding Strategies
    • Business Succession Planning
    • Estate Planning
    • Financial Education

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