MassMutual financial professional.

Thomas "Jason" Austellemail

MassMutual Carolinas

4350 Congress Street #300
Charlotte, NC 28209

  • Professional Story

    Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

    Education

    NC State University (1997-2001)
    American College for Financial Professionals

    Hobbies

    Golf
    Tennis
    Cooking
    Basketball
    Water Sports

    Affiliations & Memberships

    NAIFA
    SFSP
    Rotary
    AEPC

  • Languages:
    • English

  • Credentials:
    • CFP®
    • ChFC®
    • CLU®
    • CASL®
    • RICP®
    • ChSNC™
    • CAP®
    • AEP®
    • MSFS

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Investment Strategies
    • Special Care
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Retirement Income Planning
    • Charitable Giving
    • College Funding Strategies
    • Retirement Strategies
    • Financial Education

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

See Thomas’s Licenses and Disclosures

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