Chuck Cavanaugh is the Director of Estate, Business & Financial Planning for the MassMutual NJ-NYC agency based in Bridgewater, NJ. He is responsible for providing clients with a comprehensive client-focused approach to financial planning.
Mr. Cavanaugh has over 25 years of experience in financial services. Combining his unique blend of sales management, strategic marketing, product development, financial advising, and legal expertise, he has developed an exceptionally broad base of knowledge and experience in financial services and planning. Prior to joining MassMutual, he held roles at UBS, Morgan Stanley, Merrill Lynch, and Lincoln Financial. He initially launched his financial career with Hartford Life Insurance Company, where he held several positions, including trusts & estates attorney.
Mr. Cavanaugh received his juris doctorate from Western New England University School of Law and his Bachelor of Science degree from the University of Maryland. He holds several professional designations and licenses, including his Series 7, 24, and 66 securities licenses, as well as Life & Health licenses in NJ, NY, CT and FL. He also holds an accreditation as Certified in Long Term Care.