Meet Adam

MassMutual financial professional.

Financial Advisor

Adam T. Taff

ChFC®, MBA

Focus areas

Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Financial Education, Estate Planning

Languages

English

Professional Story

Adam Taff is an experienced Financial Advisor based out of Charlotte, NC.  His broad knowledge of insurance and investment products, along with his specialized attention and comprehensive financial planning tools, give his clients the confidence they need when working with a financial advisor. His smart financial strategies are designed to help his clients maximize their wealth and achieve their short-term and long-term goals, integrating the following financial pieces:

  • Financial Position
  • Protection Planning
  • Investment Planning, including college savings
  • Tax Minimization Planning
  • Retirement Planning
  • Estate Planning

Adam received his Chartered Financial Consultant (ChFC®) designation from the American College of Financial Services, a Master of Business Administration (MBA) from George Mason University, and a B.S. in Nuclear Engineering from the University of Maryland. Adam currently lives in Charlotte, NC with his wife and their two daughters.

CRN202706-6685043

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MassMutual Carolinas

4350 Congress Street #300
Charlotte, NC 28209
Connect with us704-557-9600704-557-9670Get Directions
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Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC. Supervisory office: 4350 Congress Street #300, Charlotte, NC 28209, Phone: 704-557-9600.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies.  Agency officers are not officers of MassMutual. 

Financial services representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of general agents with whom they contract.