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Derek John Pierce

Advisor at Mass Mutual Investors Services — Woodstock, VT

Updated today

Credentials

Series 63, Series 65

Experience

28 years

Location

Woodstock, VT 05091

Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Total advisors

5,092

Across 1,227 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

Derek Pierce is a financial advisor with Mass Mutual Investors Services in Woodstock, VT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Co since 2016, with prior experience at Metlife Securities Inc. Pierce serves as the girls varsity tennis coach at Woodstock Union High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and provides additional programs such as wrap accounts, money-manager programs, and educational seminars.

Client services

Based on Mass Mutual Investors Services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Expertise

Based on Mass Mutual Investors Services

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Occupation focus

Based on Mass Mutual Investors Services

Founder/Business Owner Attorney Executive

Demographic focus

Based on Mass Mutual Investors Services

Married/Couples/Partners Divorced

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Fee options

Commissions

Commissions on securities and insurance products sold; commissions vary by product

Other

Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived

Location

See office

Woodstock, VT

21710 Maxham Meadow Way, Suite 1 A

Woodstock VT 05091

Advisors at this office

1

Most active in

Texas · Vermont

Work history

28 years of industry experience

Mass Mutual Investors Services

2017 - Present • 9 years

Woodstock, VT

Massmutual Life Insurance Co

2016 - Present • 10 years

Woodstock, VT

Metlife Securties Inc

2013 - 2017 • 4 years

New York, NY

Equitable Advisors

2004 - 2013 • 9 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Razvan M

Series 66, Series 65

Hanover, NH

Mirica Wealth

Razvan Mirica is a financial advisor at Mirica Wealth with 20 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Flagship Harbor Advisors and LPL Financial. Mirica Wealth is an independent advisory firm managing approximately $15.5 million for 37 clients, providing financial planning and discretionary portfolio management to individuals, families, high-net-worth clients, corporations, and charitable organizations. The firm combines diversified passive portfolio construction with technical and cyclical analysis and offers subscription-style ongoing financial planning with scheduled reviews and updates.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance
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Carl B

CFP®, Series 63, Series 65, Series 66

White River Junction, VT

Fenwick Investments, LLC

Carl Bulgini is a CFP® professional with 19 years of experience in financial advisory services. He is the principal of Fenwick Investments, LLC, an independent firm he has been associated with since 2012, and has also worked with Westport Resources Investment Services since 2014. In addition to his advisory role, Bulgini holds licenses as an insurance agent and mortgage loan originator, offering related products and services to clients. Fenwick Investments provides discretionary portfolio management and financial planning to individuals, charitable organizations, corporations, institutions, and pension plan participants. The firm employs fundamental analysis and a long-term investment approach to build portfolios aligned with clients’ risk tolerances and time horizons, typically operating under discretionary authority to implement trades.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
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Michael T

Series 63, Series 65

Hanover, NH

Michael D. Taxman Investment Management

Michael Taxman is the sole advisor at Michael D. Taxman Investment Management, an independent firm based in Hanover, NH. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including three years at First Financial Resources prior to founding his firm in 2003. The firm provides ongoing investment supervisory services to individuals, trusts, foundations, and charitable organizations, managing $137 million across 76 accounts as of December 31, 2025. It employs individualized investment strategies focused on broad diversification using low-cost, passively managed mutual funds and ETFs, supplemented by select fixed-income instruments, with an emphasis on U.S., international, and emerging market equities and shorter-term, higher-quality bonds.

Passive / index investing Wealth management
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Bryan M

Series 65

West Lebanon, NH

Round Table Investment Management, LLC

Bryan McPherson is a Series 65-licensed financial advisor with 11 years of industry experience. He is the sole advisor at Round Table Investment Management, LLC, an independent firm based in West Lebanon, NH. In addition to his advisory role, he operates a sole-proprietorship providing accounting services to small businesses. Round Table Investment Management offers discretionary portfolio management to individuals and various entities, emphasizing fundamental analysis with a focus on income-producing securities and long-term investments. The firm manages approximately $52.5 million across a limited client base and provides custodial services through Charles Schwab.

Active portfolio management Income planning
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Timothy R

Series 66

Killington, VT

Alpenglow Advisors LLC

Timothy Ryan is a financial advisor at Alpenglow Advisors LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Personal Capital Advisors, Bank of America, Merrill Lynch, and Morgan Stanley. Alpenglow Advisors LLC provides goals-based financial planning and portfolio management to individuals, families, and small businesses. The firm emphasizes asset allocation and diversification, using automated rebalancing, tax-loss harvesting, and asset-location tools, and leverages Betterment’s institutional platform for trade aggregation and custody-related support.

Tax-loss harvesting

Sally B

CFP®, ChFC®

Hanover, NH

SJ Boyle Wealth Planning, LLC

Since 1983, I have helped families navigate the complexities of wealth. Today, from my office in Hanover, NH, I provide more than just portfolio management; I offer a steady hand through life’s most turbulent transitions. I believe that understanding the "why" behind your money is just as important as the numbers on the page.

General retirement planning Women's Finance LGBTQIA Baby Boomers (Born 1946-1964)
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