Meet David

MassMutual financial professional.

Managing Director and Registered Principal

David A. Wachter Jr.

LUTCF®

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Focus areas

Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Estate Planning, Business Succession Planning, College Funding Strategies, Charitable Giving, Risk Management Strategies

Languages

English, German

Professional Story

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Advisory services
  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB

Education

Dartmouth College (1980-1984), BA in Engineering Science, Gardner Webb School of Divinity (2010-2017), Master of Divinity

Hobbies

Golf, Travel

MM202611-311872

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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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Check the background of this firm on FINRA's BrokerCheck.

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.