James D. Percy, J.D.*
Jim is a former second vice president and associate general counsel for MassMutual Financial Group. He has extensive experience in the federal tax and regulatory aspects of business and compensation planning as well as estate planning. Jims responsibility includes estate and business succession planning as well as designing and implementing incentive plans for our clients. Prior to joining MassMutual in 1984, he was associate counsel for 10 years in the Estate and Business Planning Division of Phoenix Mutual. Jim has written for several national publications, including CCH Financial and Estate Planning, and Financial and Estate Planners Quarterly. He has spoken at numerous seminars throughout the country and has taught the CLU Estate and Gift Taxation Course. Jim is a former president of the Western Massachusetts Chapter of the Society of Financial Services Professionals and is currently a member of its board of directors.
*Not practicing on behalf of MML Investor Services, LLC or its affiliates.
Education: Bachelors degree from Tufts University; law degree from the University of Connecticut School of Law and CLU and ChFC designations.