Spokane, WA Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

2

Of 5,061 advisors across 1,224 offices

Location

Spokane WA

Advisors at this office

2

Advisors at this office

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Curtis S

Series 63, Series 65

Spokane, WA

Mass Mutual Investors Services

Curtis Stanford is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Mass Mutual, he worked at New York Life Insurance Co and Nylife Securities LLC. Outside of his advisory work, Curtis referees youth basketball games for Spokane Basketball Officials on a part-time basis. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, and charitable organizations, using firm-approved tools to develop written recommendations within 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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Jacob W

Series 66

Spokane, WA

Mass Mutual Investors Services

Jacob Whitman is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Investment Management, Equitable Advisors, and Goodale and Barbieri Company. Outside of his advisory role, he is involved with educational services in Washington State, contracting to manage professional development programs for teachers. Mass Mutual 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 using firm-approved software and structured 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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