Jennifer Shea, J.D, MBA, CFP®

Jennifer Shea, J.D, MBA, CFP®

Advanced Markets Specialist & Director of Planning

 

Jennifer Shea serves as Advanced Markets Specialist and Director of Planning at Baystate Financial. In this role, Jennifer works with Financial Representatives to provide subject matter expertise to help identify and create customized solutions for clients. Jennifer is well-versed in all areas of financial services and has developed particular expertise in the areas of estate planning, insurance, philanthropy and retirement.

Jennifer received a B.S. from The Pennsylvania State University, J.D. from Syracuse University College of Law, and M.B.A. from Syracuse University School of Management. While in law school, she served as Executive Editor of the Syracuse Law Review. Jennifer has also attained the Chartered Retirement Planning Counselor™ designation. Prior to joining Baystate Financial Services, Jennifer was a Senior Planning Specialist at Merrill Lynch and an associate at a boutique trust and estate law firm in Boston. She has experience in estate planning, estate administration, trust administration and the related areas of estate, gift and generation-skipping transfer tax planning. Jennifer also completed a two-year appointment as Co-Chair of the Boston Bar Association’s Estate Planning Fundamentals Committee. Jennifer is admitted to the bar in Massachusetts and is an active member of the Women’s Bar Association, Boston Estate Planning Council and the Trusts and Estates Consortium.