Picture of Timothy Ludwig

    Timothy Ludwig


    Check the background of this investment professional on FINRA's BrokerCheck

    About Timothy

    Tim's career in financial services began at Mutual of New York (MONY) after he graduated from Quinnipiac University. After a successful stint at MONY, Tim moved to Charter Oak Insurance and Financial Services Co., also a general agency of MassMutual, in 2003, where he built the New Haven district office from the ground up as its Sales Manager. He strategically recruited talent to grow that office from a fledgling unit to one employing 35 professionals at its peak. Just six years later, Tim was heading one of the top five district offices in the agency's network.

    Tim was drawn to financial services in large part through his aptitude for and love of entrepreneurship. Growing up in Connecticut, he was an entrepreneur at a youn age, building and selling his first business before attending college. He also worked summers at the family farm, where he learned the value of hard work. It was there where he first encountered the challenges that multi-generational businesses face maintaining and growing a family enterprise. Consequently, when he launched his private practice, Tim committed to a focus on succession planning and family owned businesses, and obtained the American College's Certified Family Business Specialist (CSFB) designation in 2006.

    Tim and his wife and three children live in East Greenwich, Rhode Island.

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Timothy Ludwig CFBS is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: (413) 539-2000

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    Alabama, Alaska, Arizona, Arkansas, California, Connecticut, Colorado, Georgia, Kansas, Louisiana, Maine, Maryland, Oregon, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin, District of Columbia, Delaware, Florida, Hawaii, Iowa, Idaho, Illinois, Indiana, Michigan, Minnesota, Missouri, Mississippi, Montana, Nebraska, New Hampshire, New Mexico, Nevada, North Dakota, Ohio, Oklahoma, South Dakota, Utah, Vermont, Wyoming, West Virginia, Kentucky

    I am licensed to sell Securities Products in the following jurisdictions:
    California, Connecticut, Florida, Maryland, Maine, Massachusetts, New Jersey, North Carolina, New York, Rhode Island, South Carolina, Virginia, Vermont

    Timothy Ludwig CFBS, Holyoke, MA, CA Insurance Lic.# 0D32719, AR Insurance Lic.# 383422

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