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MassMutual financial professional.

Brock T. Jollyemail

  • Professional Story

     

    Brock Jolly is a Financial Advisor with Veritas Financial, LLC, and the founder of The College Funding Coach®.  He started his career in 2000 on a mission to help as many families as possible with their financial success.  Unfortunately, his career launch coincided with the dot-com bubble burst.  Rest assured, it was not entirely his fault.  Over the years, Brock’s practice has evolved, but he always remembers those lessons he learned early on in his career. 

    In 2002, Brock created The College Funding Coach®, which teaches parents strategies for saving and paying for college without jeopardizing their own retirement savings through a unique workshop entitled, “Little-Known Secrets of Paying for College.”  What started as a small adult education class in the Washington, D.C. suburbs has spread to a national platform that teaches several hundred workshops each year to audiences of up to a few thousand parents, all of whom are desperate for this critically important and valuable information. 

    In 2014, Brock partnered with Gerald Radican to form Veritas Financial. “We merged two very different practices to help a broader set of clients with a deeper set of solutions,” Brock explains. He excitedly adds, “Veritas Financial allows us to build something that is much bigger than the sum of our practices and allows our clients to truly benefit from the synergies of partnership.”

    Brock graduated from the University of Virginia in Charlottesville, Virginia in 2000. He is a Certified Financial Planner™ (CFP®), and holds many other industry designations, including Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Family Business Specialist (CFBS®) and Retirement Income Certified Professional®.

    Brock has been featured in numerous media outlets including The Wall Street Journal, CNBC, PBS, Fox News, The Motley Fool, Federal News Radio’s “Blueprint for Wealth,” and Real Estate Radio Washington, where Brock provides the “Word on Wealth.”  He has been quoted in industry publications such as Investment News, The National Underwriter, Insurance Newsnet, Think Advisor and Life Insurance Selling.

    Brock has been recognized as a top performer within the industry. He is a perennial qualifier for the Million Dollar Round Table’s “Top of the Table,” as well as MassMutual’s “Leaders Club,” “Blue Chip Council,” and “Top of the Council” honors.  In 2011, he was named the national NAIFA Young Advisor Team Leader of the Year.  From 2012 to 2014, he served as the chairman of NAIFA’s Investment Committee, where he worked closely with NAIFA leadership to manage the association’s reserve account.  In 2014, he was elected by his peers to serve as a National Trustee for NAIFA—the youngest trustee ever elected.  In 2015, Brock was awarded the Legacy Award by the Helping Hands Society in recognition for his longstanding service to the organization, the financial services industry, the highest standards of professional conduct, and unselfish community service.  He currently serves as the National Treasurer for NAIFA.

    In his spare time, Brock enjoys traveling, distance running, SCUBA diving and playing ice hockey.  He lives in Arlington, Virginia with his wife, Lauren, and their children Bryson and Olivia.

    Brock T. Jolly is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory Office: 1593 Spring Hill Road, Suite 500 E, Vienna, VA 22182. (703) 847-9660. Veritas Financial is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. The College Funding Coach is not affiliated with MML Investors Services LLC.

  • Languages:
    • English

  • Credentials:
    • CFP®
    • CLTC®
    • CLU®
    • ChFC®
    • CASL®
    • CFBS

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners

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