Top general estate planning guidance financial advisors in Springfield, MA

Sean Curran is a financial advisor at USA 401k with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Lincoln Financial Securities and local government positions in Springfield and Washington. Outside of advising, Curran serves as a Springfield city councilor, practices law representing clients in real estate and misdemeanor motor vehicle cases, and works as a licensed real estate agent. USA 401k provides portfolio management, financial planning, and pension consulting services to individuals and corporations, with a focus on 401(k) plan consulting. The firm applies Modern Portfolio Theory and a long-term investment approach, primarily investing in equities with diversification through fixed income and index funds.

Martin Cunningham is a CFA® charterholder with 23 years of industry experience. He is currently an advisor at LPL Financial and previously worked at Lincoln Financial Securities Corporation for 13 years and at Wrp Investments, Inc. for one year. Outside of financial advising, he owns and manages a small pub in Springfield, MA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, model portfolio programs, and institutional platforms to individuals and institutions. The firm supports a large network of advisors through advisory and brokerage services and provides access to various investment strategies and operational tools.

Tina Chandler is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at LPL Financial, National Planning Corporation, and Viscito Financial Services. In addition to her advisory role, she owns and operates a tax services firm, Tina M Chandler EA Inc, and is a licensed notary. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides tailored investment solutions through a network of independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Timothy Corwin is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Smith Barney. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, delivering services on a non-discretionary basis.

Kevin Murray is a financial advisor with MassMutual Investors Services in Springfield, MA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. His work history includes roles at MassMutual, TD Bank N.A., and Money Concepts Capital Corp, as well as operating a tax services business for 15 years. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative planning using firm-approved software and offers specialized programs such as divorce planning and estate settlement services.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

William Soltow is a financial advisor at Smith & Wyatt with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CoreCap Advisors, LLC. Outside of advising, he is the founder of Frontier Wealth Management and serves as an independent insurance agent with Goosehead Insurance. Smith & Wyatt serves individuals, including high-net-worth clients, and corporations, managing approximately $207 million across 724 clients. The firm provides tailored financial planning, discretionary portfolio management, estate-planning consulting, and specialized educational programs, utilizing mutual funds and ETFs as primary investment vehicles.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.