Focus: Insurance Strategies, Investment Strategies
Jeffrey Spivack brings over 25 years of extensive experience in financial, investment and estate planning expertise. Jeff’s career has been devoted to supporting and training advisors, helping them to serve their clients as a subject matter expert in financial and investment planning. Jeff has served on several industry councils, advisory boards, and has been a frequent presenter at industry forums. He is a published authored, penning a series of articles on planning-centric business practices for industry and internal publications.
As a Senior Vice President and Director of Wealth Management & Advisory Services for MassMutual Greater Philadelphia, Jeff is charged with the strategic growth and direction of the investment and financial planning department, with the goal of significantly growing our financial planning, assets serviced, advisor education and client service experience.
Jeff has earned a Masters of Science in Personal Financial Planning, Master Planner Advanced Studies, and his CERTIFIED FINANCIAL PLANNING (CFP®) designations from the College of Financial Planning along with a Bachelor of Science in Finance, Economics and Marketing from Drexel University. In addition, Jeff is an Accredited Asset Management Specialist (AAMS) and holds FINRA Series 7, 24 63, and 65 registrations.
Committed to serving his community, Jeff presently sits on the Financial Planning Association (FPA) Advisory Board, serves as Treasurer of Temple Beth El Men’s Club, fundraised for the United Jewish Appeal, Children’s Hospital of Philadelphia, the Philadelphia Art Museum and is a volunteer for Habitat for Humanity. Jeff resides in Yardley, PA with his wife and son.
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2 Bala Plaza Suite 901
Bala Cynwyd, PA 19004