Charleston, SC Calhoun Street Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

11

Of 5,064 advisors across 1,220 offices

Location

40 Calhoun Street, Suite 310

Charleston SC 29401

Advisors at this office

11

Advisors at this office

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Benjamin F

Series 66, Series 63

Charleston, SC

Mass Mutual Investors Services

Benjamin Fogg is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked with firms including Guardian Life, John Hancock, and Symetra Life Insurance Company. MassMutual Investors Services operates as a subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using firm-approved analytical tools and offers specialized programs such as Divorce Planning and employer-sponsored 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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Blair R

Series 63, Series 65

Charleston, SC

Mass Mutual Investors Services

Blair Rice is a financial advisor with Mass Mutual Investors Services in Charleston, South Carolina. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. Outside of his advisory role, he is involved as a sales agent in health and life insurance. Mass Mutual 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, utilizing firm-approved tools to provide written recommendations through collaborative annual 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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Andrew S

Series 66

Charleston, SC

Mass Mutual Investors Services

Andrew Schmidt is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at firms including LPL Enterprise, Modern Woodmen of America, and Microsoft. Outside of financial advising, he serves as Chief Operating Officer at Mount Pleasant Tax LLC, overseeing business operations, staffing, and technology. MassMutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, software-driven planning process focusing on investment categories and strategies rather than specific product selections.

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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Joshua D

Series 63, Series 65

Charleston, SC

Mass Mutual Investors Services

Joshua De Long is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 credentials and one year of industry experience. He has worked with several firms, including Guardian Life Insurance Company and New York Life. There are no notable outside activities listed. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships and employs firm-approved software for goal analysis and recommendations.

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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Brandon W

Series 63, Series 65

Charleston, SC

Mass Mutual Investors Services

Brandon Wilson is a financial advisor with MassMutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes a decade at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he is involved with Bluewater Dental Advisors LLC and The Wilson Group, both investment-related ventures. MassMutual Investors Services 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 programs, utilizing firm-approved software to develop client recommendations without discretionary authority.

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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Brannigan B

CFP®, ChFC®, Series 63, Series 66

Charleston, SC

Mass Mutual Investors Services

Brannigan Beam is a CFP® and ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Company, having previously worked for Northwestern Mutual in various capacities. Outside of his advisory role, he is an author and serves on a nonprofit board. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative annual financial planning engagements using firm-approved analytical tools and offers specialized services such as divorce planning, estate settlement, and employer-sponsored 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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Michael D

Series 63, Series 65

Charleston, SC

Mass Mutual Investors Services

Michael Dare is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. His prior work includes roles at Primerica Advisors, Guardian Life Insurance Company, Woodbury Financial Services, and Park Avenue Securities. Outside of his advisory work, Dare is involved as an insurance broker and holds membership in two financial advisory LLCs. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved software and offers asset management, wrap and 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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Nicholas J

CFP®, ChFC®, Series 63, Series 65

Charleston, SC

Mass Mutual Investors Services

Nicholas Jones is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding CFP® and ChFC® designations and bringing 16 years of industry experience. He has been with Mass Mutual since 2012, including over a decade at Mass Mutual Investors Services. Outside of his advisory role, Jones serves as vice president of his local homeowners association board. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs a collaborative planning approach using analytical tools and offers a range of programs including educational seminars 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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John W

Series 66

Charleston, SC

Mass Mutual Investors Services

John Wilder is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work history includes positions at Guardian Life Insurance Company, City National Bank of Florida, and Park Avenue Securities. Outside of finance, he has experience working in the food and service industry, including at Truffles Cafe and Carolina Carwash. Mass Mutual Investors Services 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, using firm-approved software and planning tools to deliver written recommendations tailored to client goals.

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 H

CFP®, Series 66

Charleston, SC

Mass Mutual Investors Services

Michael Huskey Jr. is a CFP® professional with nine years of experience currently serving at Mass Mutual Investors Services. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Wells Fargo. He serves as Treasurer and board member for a nonprofit organization involved in financial oversight and fundraising. MassMutual Investors Services operates as both a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-based planning supported by analytic tools and offers a range of investment and educational 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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David H

ChFC®, Series 63

Charleston, SC

Mass Mutual Investors Services

David Horine is a financial advisor with Mass Mutual Investors Services in Charleston, SC, holding the ChFC® and Series 63 credentials and bringing 13 years of industry experience. His prior roles include positions at MWA Financial Services Inc. and Modern Woodmen of America. Outside of his advisory work, he is an owner and partner of Mount Pleasant Tax LLC, where he is involved in tax preparation services, and serves as a non-compensated board member of the nonprofit Just Bee. 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, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers specialized programs including estate settlement and employer-sponsored planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
View complete list of advisors at this office
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