Phone: (301) 656-0660 x304

Scott Greenberg, CLU, ChFC, CFBS

Scott is an Investment Advisor Representative and holds Series 6, 63, and 65 licenses. He earned his Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Family Business Specialist (CFBS) designations from The American College, and is certified Trusts and Estates Practitioner (TEP). Scott has been awarded Top Insurance Advisor in the Washingtonian Magazine for the last 5 years.

His areas of retirement plan expertise include plan design strategy, management of participant and client enrollment, trustee communication, plan investments and asset allocation, and plan reviews and operations. As a partner, Scott oversees the Retirement Solutions division, directs plan design discussions, review, and overall plan health.

A native of California, Scott earned his undergraduate degree from the University of California, Irvine and his graduate degree from Georgetown University in Washington, DC. In November of 1985 he joined MassMutual Life Insurance Company.

Scott is a member of several industry organizations. He is a frequent speaker and author, devotes considerable time to charitable organizations, and is an avid hockey fan. For Scott’s full bio, please click here.

Scott and his wife, Cindy, a radiation oncologist, enjoy collecting wine, share a passion for fly fishing, skiing, rescuing Labrador Retrievers and watching the Washington Capitals. They have three sons and reside in Potomac, MD.