Bluecrest Financial Alliances
Shad Robertson is currently the Agency Vice President at MassMutual in Dallas-Fort Worth since September 2003. Prior to that, Shad worked as a General Agent at Penn Mutual from 1998 to 2003, a Sales Manager at Mutual of New York from 1994 to 1998, and an Agent at MetLife from 1993 to 1994. Shad holds a Certified Financial Planner Designation from IBCFP, a Chartered Life Underwriter degree from the American College, and a Bachelor of Business Administration in Finance from Texas Tech University.
Bluecrest Financial Alliances
At Bluecrest Financial Alliances, we strive to assist you in understanding your financial options in this ever-changing world. We start by assessing your financial situation and we listen to your needs and goals to learn more about your objectives. Then, we work as a team to create a financial strategy designed just for you and creating legacies along the way. Based in Dallas, we are a comprehensive financial services agency, with a clientele of thousands of local individuals, families, and businesses served through our network of financial professionals. ------ Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, Member SIPC (www.sipc.org). Supervisory Office: 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254, Phone: 972-348-6300. Licensing: https://www.bluecrestfa.com/