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Ryan P

Series 63, Series 65

Charlotte, NC

Mass Mutual Investors Services

Ryan Platt is a financial advisor with MassMutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been associated with MML Investor Services, LLC and MassMutual Life Insurance Company since 2004. Outside of his advisory role, he owns and operates an information website for families with loved ones who have special needs and manages a related phone application. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Andrew S

ChFC®, Series 66

Charlotte, NC

Mass Mutual Investors Services

Andrew Spafford is a financial advisor with Mass Mutual Investors Services in Charlotte, NC. He holds the ChFC® designation and Series 66 license, and has nine years of industry experience. Spafford has worked with Mass Mutual Investors Services since 2016 and has also been associated with Massachusetts Mutual Life Insurance Company since 2010. He is involved as an agent with A Special Needs Plan, a life insurance-related service. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various investment programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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