Charter Oak Financial Welcomes Jack Yvon to Leadership Team

Holyoke, Mass., August 12—Jack Yvon has joined the Holyoke office of Charter Oak Financial, a MassMutual firm, as a senior member of the firm’s leadership team.

Mr. Yvon is responsible for the development of Charter Oak’s existing Holyoke advisors and attracting new talent to the team, while elevating the brand and expanding the firm’s regional footprint.

A graduate of the University of Massachusetts Amherst, Mr. Yvon has more than 15 years of industry experience in both personal practice and management. He comes to Charter Oak from MassMutual, where he was most recently the Head of Field Management for the Mid-Atlantic Region, a role in which he oversaw development for 14 firms. Prior to his management career, Jack was a financial services advisor.

General Agent Brendan Naughton commented, “Jack’s experiences from all angles of our business give him unique insights that will be invaluable to building and expanding a team here, and to enhancing our presence in the community. He will be an asset to not only our Holyoke location, but to the entire firm.”

Mr. Yvon and his wife reside in Wilbraham, Mass. with their two children.

Charter Oak Financial is a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) and serves the risk management, business services and retirement and investment planning needs of nearly 80,000 clients** throughout the northeast. With throughout Connecticut, Massachusetts and New York, Charter Oak considers helping others the heart of its business and is proud to support many philanthropic organizations in all of the markets it serves. To learn more, visit www.charteroakfinancial.com.  

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services LLC, Member SIPC (www.sipc.org). Supervisory Office: 330 Whitney Avenue, Suite 600; Holyoke, MA 01040. Tel: 413-539-2000. 

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies.

**An insured, owner or payer of a Massachusetts Mutual (MassMutual) policy or contract.  CRN202103-244396

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