Terry Robertson
About Terry Robertson
Terry Robertson is a seasoned financial planner with over 40 years of experience, currently working at MassMutual Financial Group in Springfield, Massachusetts.
Current Role at MassMutual Financial Group
Terry Robertson currently works at MassMutual Financial Group as a Financial Planner and Financial Services Representative. He operates under the California Insurance License #0533003. Robertson is based in Springfield, Massachusetts, and has been with the company since 2016 after transitioning from MetLife. In his role, he focuses on comprehensive financial planning including retirement, estate, investment, tax, and protection planning.
Previous Experience at MetLife
Terry Robertson worked at MetLife for a decade, from 2006 to 2016, as a Financial Planner and Financial Services Representative. During his tenure, he operated out of New York, New York, holding the same California Insurance License #0533003 he uses in his current role. His responsibilities included providing clients with tailored financial planning services.
Long-term Career at Minnesota Life
Before joining MetLife, Terry Robertson had a long career at Minnesota Life. He worked there for 29 years, from 1977 to 2006, as a Financial Planner. Based in Minnesota, he developed extensive skills and expertise in various aspects of financial planning. This experience laid the foundation for his subsequent roles in the financial services industry.
Educational Background in Economics
Terry Robertson has a solid educational foundation. He studied at Claremont Men's College, where he earned his Bachelor's degree in Economics between 1973 and 1976. Additionally, he attended The American College, further enhancing his expertise in financial planning and related fields.
Specialization and Licensing
Terry Robertson holds a California Insurance License (#0533003) and specializes in comprehensive financial planning. His areas of expertise include retirement, estate, investment, tax, and protection planning. With over 40 years of experience, he has developed a deep understanding of the financial needs of his clients across different states including New York, Minnesota, and Massachusetts.