Jennifer Shea, JD*, MBA

Agency Director - Financial Planning & Advanced Markets

Domicile State: MA

Jennifer Shea, JD*, MBA

Agency Director - Financial Planning & Advanced Markets

Jennifer Shea is an Attorney by education and heads up the Estate and Business Planning department at Baystate Financial Services. In this role, Jennifer partners with Financial Advisors to provide subject matter expertise to help identify and create customized solutions for clients. Jennifer is well-versed in all areas of retirement planning and specializes 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 and the Certified Financial Planner™ certification awarded by the Certified Financial Planner Board of Standards, Inc.

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.


*licensed but not practicing on behalf of MML Investors Services, LLC.

Phone 617-585-4527