Stephen C. Brody, CFP^®

ChFC, RLP

Senior Financial Planner

MML Investors Services (MassMutual)

Greenville Financial Advisors, 223C Commerce Street
Greenville, NC 27834

(252) 321-0362

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Compensation is centered on serving the role of financial life planner first and foremost.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Stephen Brody is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at MML Investors Services (MassMutual) in Greenville, NC and the surrounding communities.

Financial Advisor Overview

The practice is dedicated to serving clients' financial life planning needs who wish to be free from financial stress and worry, so they can focus on creating and living a happier and more inspired purpose-driven life—ultimately leading to aligning one's money and values with their life.

Financial Advisor Experience

Stephen Brody is a Certified Financial Planner®, Charter Financial Consultant, and a Registered Life Planner®. With over 34 years in financial services, and another 25 years spent educating, motivating, and supporting diverse adult populations, Brody has been at the forefront helping adults imagine and create happier and more inspiring lives. He continually demonstrates the ability to take the random, chaotic pieces of a person’s life and draw them together, creating a calm, orderly, and empowering vision of what’s possible. Brody earned a BSBE and MAED from East Carolina University, and his Ed.D. from Creighton University. Stephen’s strong education background has allowed him to serve as a doctoral adjunct faculty member, as well as teaching the CFP curriculum. He is the founder of Inspired Financial Planning, Financial Literacy Education.Org., the author of numerous articles, and the author of What Your happiest Friends Already Know ..... The ultimate guide to connecting your money and your values with your life Stephen professionally has been the subject of a number of articles and is a sought-after conference contributor and speaker. Brody is active in his community and believes that giving time to others is one of the obligations necessary to living in this great country.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)
Other - Ed.D. - Creighton University

Insurance Licenses

Life insurance: NC
Health/disability insurance: NC
Fixed annuities: NC
Variable annuities: NC

Broker-Dealer Affiliation

MML Investors Services, LLC

Broker-Dealer Disclaimer

Securities offered through MassMutual Investor Services (MMLISI).

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Long-term Care, Sudden Wealth, Nontraditional Households