Jamie Bush
Founding partner, Bush & Company
- Role
- Founding Partner at Bush & Company
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Jamie Bush
Bush & Company offers total financial needs analysis through a network of experienced professionals with expertise in: • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies • Trust services I am a registered representative of and offer securities through MML Investors Services, LLC, member SIPC Supervisory Address: 101 Federal St, Suite 800, Boston, MA 02110, Phone:(61••••••89. I am licensed to sell insurance in: Massachusetts, New York, Connecticut, New Hampshire, Maine, Indiana, North Carolina, Ohio, Virginia, Rhode Island, Florida, and California, and securities in Massachusetts. CA Insurance License Number 07•••81. Specialties: I provide total financial needs analysis through a network of experienced professionals with expertise in- Retirement analysis and programs - Estate strategies - Employee benefit and retention services - Trust services
Experience
Founding Partner
Jul 1978 — Present · Boston, MA, US
Bush & Company is an established, holistic planning firm working with professionals and business owners to help them think about what they should, or could, be thinking about, in various life stages. Helping our clients maximize the benefits of their human, intellectual, social and financial capital for themselves, their families and the causes they are passionate about.We come to this from extensive professional backgrounds in insurance and banking, and non-profit board work in health, the inner city, politics, social work and the church.
Education
Boston College
BA, History
1974 — 1978
The American College
Chartered Special Needs Consultant, Family Business Specialist, Family Businesses, Special Needs, Retirement Income Planning
2010 — 2012
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