Jeffrey Cabral, Mm, Atfa
About Jeffrey Cabral, Mm, Atfa
Jeffrey Cabral is a Regional Director and Wealth Strategist at MassMutual in Vail, Colorado, with over 15 years of experience in the financial services industry.
Current Roles at MassMutual
Jeffrey Cabral serves as the Regional Director - Wealth Strategist at MassMutual in Vail, Colorado. Additionally, he holds the position of Business Development Officer at MassMutual Trust Company, also based in Vail, Colorado. In these roles, he specializes in wealth transfer planning for high-net-worth individuals, providing strategic financial advice aimed at achieving long-term financial security for clients.
Industry Experience
Jeffrey Cabral boasts over 15 years of experience in the financial services industry. He began his career at The Hartford as a Customer Service Representative specializing in annuities, moving on to Fidelity Investments where he served as a Mutual Funds Service Representative. His career at MassMutual includes roles as an Income Service Representative, Annuity Internal Wholesaler, and Internal Wholesaler at the MassMutual Trust Company, providing him a diversified background in both customer service and annuities.
Educational Background
Jeffrey Cabral holds a Master's degree in Management from Cambridge College, obtained between 2008 and 2009. He earned a Bachelor of Science in Marketing from Southern New Hampshire University, where he studied from 2000 to 2004. Additionally, he is a Certified Financial Planner (CFP), a credential he achieved through his studies at The University of Texas at Austin.
Previous Roles at MassMutual
Before his current roles, Jeffrey Cabral worked at MassMutual Trust Company from 2012 to 2015 as an Internal Wholesaler and at MassMutual Financial Group from 2007 to 2011 as an Annuity Internal Wholesaler. He also held the position of Income Service Representative from 2007 to 2008 at the same organization, gaining comprehensive experience in relationship management and financial services.
Expertise in Financial Services
Jeffrey Cabral's extensive background includes a specialization in wealth transfer planning for high-net-worth individuals and estate management. His expertise allows him to provide strategic financial advice to help clients preserve and transfer wealth efficiently. He places a distinct focus on building and maintaining strong relationships with advisors and clients, ensuring trustworthy and reliable financial planning services.