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MassMutual financial professional.

Jerry L. Spiveyemail

  • Professional Story

    My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

     

    Education

    Armstrong State College (1966-1973)
    The American College (1987)

    Hobbies

    Cooking
    Gardening
    Travel
    College Football (GO DAWGS)
    Golf

    Affiliations & Memberships

    Life Member, Million Dollar Round Table
    Sons of The American Revolution
    National Association of Independent Financial Professionals

    Community Involvement

    Board Member, Friends Helping Friends, Inc. (Non-Profit)

  • Languages:
    • English
    • Chinese – Mandarin

  • Credentials:
    • CLU®
    • CFP®

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • College Funding Strategies
    • Retirement Income Planning
    • Business Succession Planning
    • Financial Education
    • Estate Planning
    • Group Benefits
    • Investment Strategies


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