MassMutual Carolinas

Main Office

4350 Congress Street, Suite 300
Charlotte, NC 28209

Get Directions

See our Licenses and Disclosures

SATELLITE OFFICES


Managing Partners

Timothy Flanagan, Jr.

President, MassMutual Carolinas

Our Financial Professionals

  1. Bret M. Alexander

    MassMutual Carolinas

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
  2. Kenneth Altman

    CRPC®, CLTC®, RICP®

    MassMutual Carolinas

    Focus:

    • Insurance Strategies
    • Investment Strategies

    Languages:

    • English
    • Blair W. Ashcraft

      CLU®

      MassMutual Carolinas

      Focus:

      • Insurance Strategies
      • Investment Strategies

      Languages:

      • English
      • Thomas "Jason" Austell

        CFP®, ChFC®, CLU®, CASL®, RICP®

        MassMutual Carolinas

        Focus:

        • Insurance Strategies
        • Business Owners
        • Investment Strategies
        • Special Care
        • Show More

        Languages:

        • English
        • Tim Bartolomeo

          MassMutual Carolinas

          Focus:

          • Insurance Strategies
          • Business Owners
          • Retirement Income Planning
          • Financial Education

          Languages:

          • English
          • Brian A. Beasley

            MBA, LUTCF®

            MassMutual Carolinas

            Focus:

            • Insurance Strategies
            • Investment Strategies
            • Business Owners
            • Retirement Income Planning
            • Show More

            Languages:

            • English
            • Cynthia Block-Taylor

              MassMutual Carolinas

              Focus:

              • Insurance Strategies
              • Business Owners
              • Investment Strategies

              Languages:

              • English
              • Lee Bowman

                CLTC®

                MassMutual Carolinas

                Focus:

                • Insurance Strategies
                • Investment Strategies

                Languages:

                • English
                • Kit Cannon

                  CRPS®

                  MassMutual Carolinas

                  Focus:

                  • Insurance Strategies
                  • Investment Strategies
                  • Business Owners
                  • Retirement Income Planning
                  • Show More

                  Languages:

                  • English
                  • Bradly Collins

                    MassMutual Carolinas

                    Focus:

                    • Insurance Strategies
                    • Investment Strategies
                    • Retirement Income Planning
                    • College Funding Strategies

                    Languages:

                    • English
                    • David Cooil

                      MassMutual Carolinas

                      Focus:

                      • Insurance Strategies

                      Languages:

                      • English
                      • Court Creeden

                        MassMutual Carolinas

                        Focus:

                        • Insurance Strategies
                        • Investment Strategies

                        Languages:

                        • English
                        • Steven Davis

                          MassMutual Carolinas

                          Focus:

                          • Insurance Strategies

                          Languages:

                          • English
                          • Ryan L. Donaghy

                            ChFC®, CFBS

                            MassMutual Carolinas

                            Focus:

                            • Insurance Strategies
                            • Investment Strategies

                            Languages:

                            • English
                            • Cynthia Richards-Donald

                              CFP®, MBA

                              MassMutual Carolinas

                              Focus:

                              • Insurance Strategies
                              • Investment Strategies

                              Languages:

                              • English
                              • John Dundorf

                                CFBS, CFP®, CLU®

                                MassMutual Carolinas

                                Focus:

                                • Insurance Strategies
                                • Business Owners
                                • Investment Strategies
                                • Business Succession Planning
                                • Show More

                                Languages:

                                • English
                                • Michael W. Ealey

                                  MassMutual Carolinas

                                  Focus:

                                  • Insurance Strategies
                                  • Investment Strategies

                                  Languages:

                                  • English
                                  • Neville V. Fearing

                                    AIF®

                                    MassMutual Carolinas

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies
                                    • Business Owners
                                    • Retirement Income Planning
                                    • Show More

                                    Languages:

                                    • English
                                  • David Ferguson

                                    ChFC®

                                    MassMutual Carolinas

                                    Focus:

                                    • Insurance Strategies
                                    • Investment Strategies

                                    Languages:

                                    • English
                                    • William R. Frazier

                                      CPA*

                                      MassMutual Carolinas

                                      Focus:

                                      • Insurance Strategies
                                      • Investment Strategies
                                      • Business Owners
                                      • Risk Management Strategies

                                      Languages:

                                      • English
                                      • James Giltner

                                        MassMutual Carolinas

                                        Focus:

                                        • Insurance Strategies
                                        • Investment Strategies

                                        Languages:

                                        • English
                                        • Thomas Giltner

                                          MassMutual Carolinas

                                          Focus:

                                          • Insurance Strategies
                                          • Investment Strategies

                                          Languages:

                                          • English
                                          • Jason Goldy

                                            ChFC®

                                            MassMutual Carolinas

                                            Focus:

                                            • Insurance Strategies
                                            • Investment Strategies

                                            Languages:

                                            • English
                                            • Doug Grant

                                              LUTCF®

                                              MassMutual Carolinas

                                              Focus:

                                              • Insurance Strategies
                                              • Investment Strategies

                                              Languages:

                                              • English
                                              • Andrea "A. C." Hardy

                                                CFBS

                                                MassMutual Carolinas

                                                Focus:

                                                • Insurance Strategies
                                                • Investment Strategies
                                                • Business Owners
                                                • Estate Planning
                                                • Show More

                                                Languages:

                                                • English
                                              • Joel D. Heimbigner

                                                MassMutual Carolinas

                                                Focus:

                                                • Insurance Strategies
                                                • Retirement Strategies
                                                • Retirement Income Planning
                                                • Financial Education
                                                • Show More

                                                Languages:

                                                • English
                                              • Brian Holden

                                                MassMutual Carolinas

                                                Focus:

                                                • Insurance Strategies
                                                • Investment Strategies

                                                Languages:

                                                • English
                                                • David Holden

                                                  CFP®, CLTC®, ChFC®, CLU®

                                                  MassMutual Carolinas

                                                  Focus:

                                                  • Insurance Strategies
                                                  • Investment Strategies

                                                  Languages:

                                                  • English
                                                  • Lawrence "Chip" Holden

                                                    CLU®, ChFC®

                                                    MassMutual Carolinas

                                                    Focus:

                                                    • Insurance Strategies
                                                    • Investment Strategies

                                                    Languages:

                                                    • English
                                                    • Mark Horman

                                                      MassMutual Carolinas

                                                      Focus:

                                                      • Insurance Strategies
                                                      • Investment Strategies

                                                      Languages:

                                                      • English
                                                      • Stephen Jumper

                                                        MassMutual Carolinas

                                                        Focus:

                                                        • Insurance Strategies
                                                        • Investment Strategies

                                                        Languages:

                                                        • English
                                                        • James "Jim" King

                                                          CLU®

                                                          MassMutual Carolinas

                                                          Focus:

                                                          • Insurance Strategies

                                                          Languages:

                                                          • English
                                                          • Keith Kiser

                                                            CLU®, ChFC®

                                                            MassMutual Carolinas

                                                            Focus:

                                                            • Insurance Strategies
                                                            • Investment Strategies

                                                            Languages:

                                                            • English
                                                            • Bradley P. Konawalik

                                                              CRPC®

                                                              MassMutual Carolinas

                                                              Focus:

                                                              • Insurance Strategies
                                                              • Business Owners
                                                              • Investment Strategies

                                                              Languages:

                                                              • English
                                                              • Ellen R. Linares

                                                                CLU®, ChFC®, CFBS, ChSNC™

                                                                MassMutual Carolinas

                                                                Focus:

                                                                • Insurance Strategies
                                                                • Investment Strategies
                                                                • Business Owners
                                                                • Special Care
                                                                • Show More

                                                                Languages:

                                                                • English
                                                                • Kevin Monaghan

                                                                  MassMutual Carolinas

                                                                  Focus:

                                                                  • Insurance Strategies
                                                                  • Business Owners
                                                                  • Retirement Income Planning
                                                                  • Retirement Strategies

                                                                  Languages:

                                                                  • English
                                                                  • Sunil Nagpal

                                                                    MassMutual Carolinas

                                                                    Focus:

                                                                    • Insurance Strategies
                                                                    • Estate Planning

                                                                    Languages:

                                                                    • English
                                                                    • Thanh S. Nguyen

                                                                      MassMutual Carolinas

                                                                      Focus:

                                                                      • Insurance Strategies
                                                                      • Business Owners
                                                                      • Risk Management Strategies

                                                                      Languages:

                                                                      • English, Vietnamese
                                                                      • Todd A. Paris

                                                                        MassMutual Carolinas

                                                                        Focus:

                                                                        • Insurance Strategies
                                                                        • Business Owners
                                                                        • Investment Strategies

                                                                        Languages:

                                                                        • English
                                                                        • Hua Peng

                                                                          MassMutual Carolinas

                                                                          Focus:

                                                                          • Insurance Strategies

                                                                          Languages:

                                                                          • English
                                                                          • Ryan Platt

                                                                            MBA, ChFC®, ChSNC™

                                                                            MassMutual Carolinas

                                                                            Focus:

                                                                            • Insurance Strategies
                                                                            • Special Care
                                                                            • Investment Strategies

                                                                            Languages:

                                                                            • English
                                                                            • Daniel Richardson

                                                                              MassMutual Carolinas

                                                                              Focus:

                                                                              • Insurance Strategies

                                                                              Languages:

                                                                              • English
                                                                              • Matt Rick

                                                                                ChFC®, CASL®

                                                                                MassMutual Carolinas

                                                                                Focus:

                                                                                • Insurance Strategies
                                                                                • Investment Strategies

                                                                                Languages:

                                                                                • English
                                                                                • Michael Russell

                                                                                  MassMutual Carolinas

                                                                                  Focus:

                                                                                  • Insurance Strategies
                                                                                  • Investment Strategies

                                                                                  Languages:

                                                                                  • English
                                                                                  • William T. Smith

                                                                                    MassMutual Carolinas

                                                                                    Focus:

                                                                                    • Insurance Strategies
                                                                                    • Investment Strategies

                                                                                    Languages:

                                                                                    • English
                                                                                    • Hank Steinberg

                                                                                      CLU®, ChFC®

                                                                                      MassMutual Carolinas

                                                                                      Focus:

                                                                                      • Insurance Strategies
                                                                                      • Investment Strategies

                                                                                      Languages:

                                                                                      • English
                                                                                      • Paul W. Stratos

                                                                                        MBA

                                                                                        MassMutual Carolinas

                                                                                        Focus:

                                                                                        • Insurance Strategies
                                                                                        • Investment Strategies
                                                                                        • Business Owners
                                                                                        • Business Succession Planning
                                                                                        • Show More

                                                                                        Languages:

                                                                                        • English
                                                                                        • Karl J. Stuppnig

                                                                                          CLU®, ChFC®

                                                                                          MassMutual Carolinas

                                                                                          Focus:

                                                                                          • Investment Strategies
                                                                                          • Insurance Strategies
                                                                                          • Business Owners
                                                                                          • LGBTQ

                                                                                          Languages:

                                                                                          • English
                                                                                          • James L. Todd

                                                                                            MassMutual Carolinas

                                                                                            Focus:

                                                                                            • Insurance Strategies
                                                                                            • Investment Strategies

                                                                                            Languages:

                                                                                            • English
                                                                                            • Peirce C. Ward

                                                                                              CLU®, ChFC®

                                                                                              MassMutual Carolinas

                                                                                              Focus:

                                                                                              • Insurance Strategies

                                                                                              Languages:

                                                                                              • English
                                                                                              • Brian Willis

                                                                                                MassMutual Carolinas

                                                                                                Focus:

                                                                                                • Insurance Strategies
                                                                                                • Business Owners
                                                                                                • LGBTQ
                                                                                                • Special Care
                                                                                                • Show More

                                                                                                Languages:

                                                                                                • English
                                                                                                • David Yang

                                                                                                  MassMutual Carolinas

                                                                                                  Focus:

                                                                                                  • Insurance Strategies

                                                                                                  Languages:

                                                                                                  • English
                                                                                                  CRN202109-253382