Skip to main content
MassMutual financial professional.

Shad Robertsonemail

Shad Robertsonemail


Bluecrest Financial Alliances

14241 Dallas Pkwy, Suite 1200
Dallas, TX 75254

Professional Story

Shad Robertson began his career in the life insurance business in 1993. Since then, he has been a sales manager, a General Agent, and in private practice as a financial services professional. Shad enjoys working with his clients on comprehensive planning by taking a look at the total financial picture in order to provide sound advice in all areas of their financial needs. Shad graduated from Texas Tech University with a Bachelor of Business Administration in Finance. In 2000, he obtained his certification as a Certified Financial Planner, as well as receiving the designation of CLU from The American College.

Raised in Big Spring, Texas, Shad and his wife Angela currently reside in Weatherford, Texas. Their two children, daughter Karley and son Braden, are currently attending Texas A&M University. Like many Texans, Shad enjoys hunting and fishing in his spare time, as well as spending time with his family.

Dallas Office:  972-348-6393
Fort Worth Office:  817-334-2357
Cell:  817-905-2927


Shad Robertson is a registered representative of and offers securities, investment advisory and financial planning through MML Investors Services, LLC, Member SIPC. Supervisory Office: 14241 Dallas Parkway, Suite 1200, Dallas, Texas 75254, 972-348-6300.


Languages: English


Credentials: CFP®, CLU®


Specialties:Insurance Strategies, Investment Strategies


Check the background of this investment professional on FINRA's BrokerCheck

Connect with Shad

*= Required


By submitting this request, I agree to receive e-mails and phone calls using automated technology from MassMutual, its financial professionals, affiliates or vendors on its behalf regarding MassMutual products and services, at the e-mail address and phone number(s) above, even if it is for a wireless phone. I understand I can contact a local financial professional directly to make a purchase without consenting to receive calls from MassMutual.