Charleston, SC Cool Blow St Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

4

Of 5,064 advisors across 1,224 offices

Location

1 Cool Blow St, Ste 321

Charleston SC 29403

Advisors at this office

4

Advisors at this office

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Jesse L

Series 63, Series 65

Charleston, SC

Mass Mutual Investors Services

Jesse Lempesis is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He previously worked at MetLife Securities Inc. and holds officer and agent positions in various consulting and marketing firms, including Affluence Consulting Group LLC and Affluence Marketing Group LLC. He also serves as a board member for the One Cool Blow Condominium Association. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative financial planning engagements using firm-approved tools and offers programs including wrap accounts, money-manager programs, and educational seminars.

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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Alexander M

Series 63, Series 65

Charleston, SC

Mass Mutual Investors Services

Alexander Mitchum is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2013 to 2017. Mitchum is also involved in various financial-related business activities, including consulting and sales roles with affiliated firms in Charleston. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements supported by proprietary software tools, with optional implementation through brokerage or insurance arrangements.

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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Michael C

CFP®, Series 63, Series 65

Charleston, SC

Mass Mutual Investors Services

Michael Cole is a CFP® professional with 25 years of industry experience, currently serving at MML Investors Services, LLC, a subsidiary of MassMutual. He previously worked at Grant Williams for eight years. Cole is involved with Affluence Financial Group LLC and Affluence Consulting Group LLC in Charleston, where he holds agent positions. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by advanced software tools and a variety of 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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Cameron M

Series 63, Series 65

Charleston, SC

Mass Mutual Investors Services

Cameron Mactavish is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has nine years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he consults with Affluence Consulting Group on business planning, including succession and exit strategies. 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, and educational seminars with a focus on collaborative, goal-driven client relationships.

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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