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Thomas S

Series 66

Valdosta, GA

Mass Mutual Investors Services

Thomas Smith is a financial advisor with Mass Mutual Investors Services based in Valdosta, GA. He holds a Series 66 designation and has 15 years of industry experience. His prior work includes roles at Capital City Bank and LPL Financial LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative annual planning and event-driven services such as estate settlement and divorce planning.

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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Teddy W

Series 63

Valdosta, GA

Mass Mutual Investors Services

Teddy Welch Sr. is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 31 years of industry experience, including previous roles at Capital City Bank and LPL Financial. Welch is also the owner and partner of Strategy Wealth Partners, LLC, a business entity that provides insurance sales and advisory services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, focusing on collaborative annual planning relationships and event-driven planning services.

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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Teddy W

Series 63, Series 65

Valdosta, GA

Mass Mutual Investors Services

Teddy Welch Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and seven years of industry experience. His career includes roles at MassMutual Life Insurance Company and Capital City Strategic Wealth, with multiple tenures at Mass Mutual Investors Services and LPL Financial. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and provides ongoing collaborative planning engagements.

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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