Jennifer Shea, J.D., MBA, CFP® , CRPC®
Guidance. Insight. Results.
Jennifer Shea is an A orney by educa on and heads up the Estate and Business
Planning department at Baystate Financial. In this role, Jennifer partners with Financial
Advisors to provide subject ma er exper se to help iden fy and create customized
solu ons for clients. Jennifer is well‐versed in all areas of financial planning and has
developed par cular exper se in the areas of estate planning, insurance, philanthropy
and re rement.
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 Execu ve Editor of the Syracuse Law Review. Jennifer
has also a ained the Chartered Re rement Planning Counselor™ designa on and the
Cer fied Financial Planner™ cer fica on awarded by the Cer fied Financial Planner
Board of Standards, Inc.
Prior to joining Baystate Financial, Jennifer was a Senior Planning Specialist at Merrill
Lynch and an associate at a bou que trust and estate law firm in Boston. She has
experience in estate planning, estate administra on, trust administra on and the
related areas of estate, gi and genera on‐skipping transfer tax planning. Jennifer also
completed a two‐year appointment as Co‐Chair of the Boston Bar Associa on’s Estate
Planning Fundamentals Commi ee.
Jennifer is admi ed to the bar in Massachuse s and is an ac ve member of the
Women’s Bar Associa on, Boston Estate Planning Council and the Trusts and Estates
Consor um.
Jennifer Shea, J.D., MBA, CFP®, CRPC® Estate and Business Planning
200 Clarendon Street, 19th Floor
Boston, MA 02116
Oﬃce: 617‐585‐4527
[email protected]
Securi es and investment advisory services oﬀered through representa ves of New England Securi es Corpora on (NES). NES is
expected to merge with, and representa ves will be conduc ng business through, MetLife Securi es, Inc. (MSI) eﬀec ve
1/1/2015. NES and MSI (members FINRA/SIPC and registered investment advisers) are located at 1095 Avenue of the Americas,
New York, NY 10036. Representa ves are brokers or agents of New England Life Insurance Company (NELICO), Boston, MA 02111
un l 12/31/14 and will be brokers or agents of Metropolitan Life Insurance Company (MLIC), New York, NY 10166 eﬀec ve
1/1/2015. NES, NELICO, MSI and MLIC are MetLife companies. Baystate Financial is not aﬃliated with New England Securi es.
L0714383716[exp0515][AllStates][DC,GU,MP,PR,VI]