Brian Mawhinney, Cfp®
About Brian Mawhinney, Cfp®
Brian Mawhinney, CFP®, is the Head of Financial Planning & Practice Management at MassMutual, with over a decade of leadership experience in the financial services industry.
Head Of Financial Planning & Practice Management at MassMutual
Brian Mawhinney currently serves as the Head of Financial Planning & Practice Management at MassMutual. His role involves overseeing financial planning operations and ensuring best practices in practice management. Located in West Palm Beach, Florida, Brian operates in a remote capacity. His responsibilities likely include strategic development, team leadership, and client advisory service enhancement.
Previous Roles at MassMutual
Brian Mawhinney has held multiple leadership roles at MassMutual since 2017. Before his current role, he was the Head of Financial Planning for six years. He also served as the Head of Advice & Financial Planning, guiding the firm's financial advisory practices. His tenure at MassMutual has been marked by a focus on improving advisory services and developing robust financial planning strategies.
Director Roles at Ameriprise Financial Services, Inc.
Before joining MassMutual, Brian had an extensive career at Ameriprise Financial Services, Inc., spanning eight years. He held multiple director roles, including Director of AAG & AFG National Sales and Sr. Regional Sales Director. His work mainly focused on national sales strategies and regional sales development. These roles likely involved significant responsibilities in sales management, team leadership, and business growth.
Educational Background
Brian Mawhinney has a solid academic foundation that fuels his expertise in financial planning and practice management. He earned his CERTIFIED FINANCIAL PLANNER designation from the College for Financial Planning in 2008. He also holds a B.A. in Psychology & Business/Economics from the University of Maine at Farmington, which he completed in 2003. His education combines insights from both psychology and business, contributing to a well-rounded approach to financial advisory services.
Expertise and Specializations
With over a decade of experience in leadership roles within the financial services industry, Brian Mawhinney specializes in financial planning and practice management. His background includes in-depth knowledge of both psychological principles and business/economics, allowing him to offer a comprehensive perspective on financial advising. His expertise extends to strategic development, sales management, and team leadership.