MassMutual Greater Philadelphia Welcomes New Senior Vice President, Director of Wealth Management and Advisory Services
Bala Cynwyd, PA – May 31, 2017: MassMutual Greater Philadelphia (MMGP) is pleased to announce H. Jeffrey Spivack, M.Sc., CFP®, AAMS®, MPAS® has joined the firm as Senior Vice President, Director of Wealth Management and Advisory Services. Jeff will be responsible for the strategic direction of MMGP’s investment and financial planning business with the goal of significantly growing the firm’s financial planning, assets managed, advisor education and client service experience.
“I am excited to join MassMutual Greater Philadelphia’s long history of providing prudent, thoughtful guidance to our clients, guidance that is a source of pride and represents our ongoing commitment to serving the needs of our clients,” says Spivack. “I believe when it comes to providing advice on wealth accumulation, management, preservation and distribution, the service we offer remains ahead of our competitors and very well aligned to the needs of our clients.”
Spivack brings over 30 years of extensive experience in financial, investment and estate planning expertise. His career has been devoted to supporting and training advisors, helping them to serve their clients as a subject matter expert in financial and investment planning. Spivack has served on several industry councils, advisory boards, and has been a frequent presenter at industry forums. He is a published authored, penning a series of articles on planning-centric business practices for industry and internal publications.
“Jeff’s wealth of experience and industry knowledge have already made him a key addition to the MMGP family. For over 131 years, we’ve helped our neighbors, friends, families and business owners make good decisions when it comes to being financially prepared for the unexpected,” states Harris S. Fishman, President & CEO of MassMutual Greater Philadelphia. “This new position will allow us to refine current programs, create new initiatives and continue to provide and implement high quality solutions for our clients. We’re excited to have Jeff as part of our team.”
About MassMutual Greater Philadelphia
MassMutual Greater Philadelphia is home to expert financial coaches that provide thoughtful, thorough strategies and products that help their clients work towards goals in order to live their best lives. MassMutual Greater Philadelphia believes financial planning and management is becoming increasingly complex, and playing the game to win requires a team of people who love it and live it every day. The agency has maintained a track record of accomplishments and success for over 130 years.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 2 Bala Plaza, Suite 901, Bala Cynwyd, PA 19004, Tel: 610‐660‐9922.
MassMutual is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.