Robert Devine is a CFP® professional with 22 years of industry experience, currently serving at Mass Mutual Investors Services since 2009. He holds Series 63 and Series 65 licenses and is based in Jacksonville, FL. Outside of his advisory role, he is the managing member of Captain Holding, LLC, a business he co-owns, and acts as secretary-treasurer for BNI Money Tree, a local networking organization.
Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured, ongoing financial planning engagements using advanced analytical tools and provides a range of programs including wrap accounts, money-manager programs, and educational seminars.