Jerry Shanahan

If you are looking for a Financial Advisor with a broad range of personal and business experiences…look no further. Jerry's career began in the life insurance business while he was working towards his BA UMass Amherst, transitioning over the years into communication systems with New England Telephone, the wine industry with Sebastiani Vineyards in Sonoma California, managing wine sales divisions for Vermont distributors, partnering in a Vermont seafood distribution company and then coming full circle back to insurance, financial planning and wealth management with National Life of Vermont more than 19 years ago. His background and business style enables Jerry to understand what the big picture is for both his business and personal clients.

Throughout his career he has been highly regarded as someone who is very personable, trust worthy and an individual who puts his clients needs first and foremost in his relationships. He prides himself on his responsiveness and willingness to go outide the box for his clients and business associates.

He has been active in Rotary raising over $50,000 for Child Abuse Prevention in Connecticut and summer recreation scholarship programs for deserving kids in Concord, Mass. Jerry has raised five children who have blessed him with nine grandchildren. He loves the game of golf for its challenges and social aspects and fly fishing for its contemplative and transcendental nature.

Contact:

Email: jfs@bfa-online.com
Phone: 781-893-0909 x222