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Financial Design Management Team

About Our Agency

Since 1988, Financial Design Associates’ goals haven’t wavered. We are committed to a long term business approach. Our primary objective is to help you achieve financial freedom in a complex and constantly changing world by designing strategies to help you achieve what is most important to you. We are one of the best places to work for the industry’s top talent. We pledge our knowledge, expertise, resources and dedication in all we do.

Financial Design Associates, with headquarters in Jacksonville, FL is a general agency of the Massachusetts Mutual Life Insurance Company (MassMutual), and provides a full spectrum of specialized financial consulting services and products to individuals, businesses and organizations. Our Insurance and Financial Services Firm currently serves over 21,000 policyholders and clients1, with more than $4.3 billion of life insurance coverage in force.2

Financial Design Associates is comprised of over 70 financial service professionals who are backed by a team of product specialists and managers with expertise in estate planning, life insurance, long-term care insurance, employee benefits, executive compensation, business insurance, disability income insurance, special care planning, annuities, pension and retirement planning, and investments/asset accumulation strategies.

Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders every year since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(K) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.

1An insured, owner, or payer of a MassMutual policy or contract.

2Includes values of MassMutual and subsidiary insurance companies insurance and retirement products and investment products offered through MML Investors Services, LLC., a MassMutual subsidiary.

MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, LLC, member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB. Securities are offered through qualified registered representatives of MML Investors Services, LLC, member SIPC. Supervisory office: 200 W. Forsyth Street, Suite 600, Jacksonville, FL 32202.