Jason A. McGrath

Jason A. McGrath, CFP® began his career in the Financial Services industry in 1996.  He graduated from Syracuse University with a Bachelor of Science Degree in Management.  Since that time, Jay has gained extensive industry experience and has worked with a variety of clients, both individuals and institutions, helping them achieve their financial goals and objectives.

Jay has over 20 years of relationship management and client service experience.  He was previously Head of Relationship Management and a member of the Advisory Board at Prime II Management Services, a specialty finance firm in New York City.  Prior to that, he worked in Boston at Eaton Vance Management as a Relationship Manager in the Institutional Department, servicing the firm’s largest and most sophisticated investors including ultra-high net worth individuals, corporate retirement plans, insurance companies, and not-for-profit institutions.  Prior roles at the firm include sales, client service, and product development, focusing on the firm’s income oriented asset management capabilities.  Prior to Eaton Vance, Jay held various roles in the Global Operations and Investor Services Divisions of Putnam Investments.

Jay is a CERTIFIED FINANCIAL PLANNER™ certificant as designated by the Certified Financial Planner Board of Standards.  As a financial planner and registered representative of MML Investors Services, LLC, he focuses on planning for successful individuals, professionals, and families.  Jay also works with business owners on both their personal affairs and company retirement plans. 

Jay prides himself in his integrity, professionalism, and objectivity.  He enjoys working with his clients and their other advisors, such as CPAs and attorneys, to take a team approach in the development of a successful financial strategy.  Jay has worked with clients to solve their needs relating to Investment Strategies, Retirement Planning, Education Planning, and Estate Planning.  He further helps with Insurance Planning including Long-Term Care as well as Business Succession Planning.

Jay is a long-time resident of North Attleboro and currently resides there with his wife Caryn and two sons, Ethan and Jackson.