Jason Stannard

Experience

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  Morgan Stanley

  Apr 2006 - Jan 2019

  Financial Advisor
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  Baystate Financial

  Apr 2019 - May 2022

  Financial Advisor

  Understanding Today's Financial EnvironmentFinancial Planning Strategies to Guide You and Your FamilyWe are a team of personal advisors to help you through every stage of your life. Knowing that you have someone on your side, creating an investment plan, a reliable retirement income strategy and a clear path to leave a legacy for your family in life is priceless.Whether you are focused on retirement planning, looking for the right investments or putting together an effective tax strategy, the team at Baystate Financial can collaborate with you to build the roadmap to get you there. With decades of experience, each advisor brings a unique background and skillset to our team at Baystate Financial. This means that your financial goals will get the right coach to get you to the finish line.Having a personal advisor that is working towards a plan to achieve all of your financial goals can help to ensure that you not only reach them but achieve those goals sooner. By assisting with the right investments, income planning strategies and insurance solutions to protect it all, the team at Baystate Financial can get you on the track to financial success and keep you there.Working with a team to achieve your ideal lifestyle of balance and comfort provides the peace of mind you’ll need to make confident and well-informed decisions. Put over 118 of experience in financial planning to work for you with our team at Baystate Financial. Show less

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  Performance Foodservice

  May 2022 - now

  Area Sales Manager