John "Jay" Williams

Credentials:
  • AEP®
  • CFP®
  • JD**

Focus: Insurance Strategies, Investment Strategies, Retirement Income Planning, Business Owners, College Funding Strategies, Business Succession Planning, Estate Planning, Financial Education

Languages: English

Jay is the founder and President of Williams Estate & Financial Group. He Focuses on estate and financial planning for both businesses and families, working to help clients prepare for the financial future they hope to achieve and help others preserve what they have worked hard to build.

Jay utilizes his experience practicing law to help clients achieve their goals for retirement and to leave a legacy. Jay has a bachelors' degree in Civil Engineering from UMass Amherst, a law degree from UMass School of Law and was admitted to the Massachusetts Bar in 2007. He was sworn in as a member of the U.S. District Court in 2010 and is a member of NAIFA, MDRT, the New Bedford Bar Association, the Massachusetts Bar Association and the South Coast Senior Resource Association. He is an accredited estate planner and a member of the Bristol County Estate Planning Council.

Jay, along with his wife, Vanessa, are lifelong residents of Dartmouth. Together, they enjoy traveling with their two children and are active members of St. Julie Billiart Church.

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Baystate Financial - New Bedford

Satellite Office

158 Charles L. McCombs Blvd.
New Bedford, MA 02745

CRN201904-228832