Jack Stevens

Jack Stevens is passionate about helping others pursue their financial goals. He received his Bachelor of Arts degree in Economics from the University of Colorado at Boulder. Jack received his Certified Family Business Specialist (CFBS®) designation from the American College and is also an Accredited Investment Fiduciary (AIF®). He is an Investment Advisory Representative of MML Investors Services, LLC, and he primarily concentrates his practice on financial management oversight. Before Jack came to MassMutual, he was a Commercial Real Estate Broker helping investors select income properties. During this period, he frequently witnessed the impediments created by their financial situations. This was the catalyst for Jack’s passion for financial planning.

Jack educates and guides individuals to make sound financial decisions. His pragmatic approach helps people to align their finances with their goals and dreams. Whether helping business start-ups to grow, or guiding clients through investment and income strategies, it’s exciting for Jack to help his clients find continuity between their finances and personal lives. It’s even more exciting for him to witness the resulting fulfillment of his clients’ largest dreams.

Jack has been involved with several boards, charities, and committees, the most current being the Cazenovia Preservation Foundation as Stewardship Co-Chair. Jack resides in Cazenovia, NY and stays busy with his wife and two sons downhill skiing, hiking, biking, and coaching his son’s basketball teams.

Focus Areas

• Financial Management Oversight
• Risk Management
• Investment and Income Planning
• Estate Planning and Planned Giving
• Business Planning and Strategy
• Budget Analysis and Tracking
• Debt Consolidation and Cancellation