Jerry Facey - CFP^®

200 Clarendon St. 19th Floor
Boston, MA 02116

Phone: (617)585-4551

 Since 1997, Jerry Facey, CFP® has built his referral-based practice at Baystate by serving his clients in multiple areas of financial need.  His mission is to coordinate both the building of wealth & the protection of a client’s family, lifestyle, and business. 

Jerry’s clientele includes professionals and executives, and owners of small and mid-sized businesses.  They utilize him for financial planning, investment, insurance, and employee benefits.  Many also look for connections to CPAs, attorneys, and other re-lated services in which Jerry has developed an extensive network.  In this way he as-sembles a team of cohesive professionals acting on a client’s behalf. 

Jerry is a Senior Financial Planner and Registered Representative with New England Securities, and is a qualifying member of the Million Dollar Round Table.  He was featured in a special promotional section of the February issue of Boston Magazine for his selection as a FIVE STAR Wealth Manager.  This award is limited to less than 7 percent of all wealth managers within the Boston area.  He has a BA degree in Economics from Holy Cross.  He lives in Milton with his wife Patty and their children Jack, Cara, and Colleen.