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Jeffrey S

Series 66

Alpharetta, GA

Mass Mutual Investors Services

Jeffrey Shibata is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and less than one year of industry experience. His prior work includes roles at TTV Capital, Cox Enterprises, Emory University, SitusAMC, ArganoArbela, Jeffan International, DXC Technology, and positions at Georgia Institute of Technology. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Tonya W

Series 63, Series 65

Alpharetta, GA

Mass Mutual Investors Services

Tonya Willis is a financial advisor with Mass Mutual Investors Services in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has previously worked at New York Life Insurance Company, J.P. Morgan Securities LLC, and Suntrust Banks, Inc. among other firms. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning and asset management services using firm-approved analytical tools and structures planning as annual collaborative engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Dena C

Series 66

Alpharetta, GA

Mass Mutual Investors Services

Dena Crosby is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with Mass Mutual Investors Services and has previous experience at Eagle Strategies, New York Life Insurance Company, Bank of America, and Merrill. Crosby holds a real estate license but does not actively practice as an agent. 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 utilizing firm-approved software and includes specialized services such as divorce and estate-settlement planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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William B

Series 66

Alpharetta, GA

Mass Mutual Investors Services

William Bentley is a Series 66-licensed financial advisor at Mass Mutual Investors Services with one year of industry experience. He has previously worked at Mortgage Assurance for 18 years and currently holds roles at MassMutual Life Insurance Company and Preferred Mortgage Source. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual collaborative planning engagements using firm-approved analytical tools and delivers investment strategy recommendations without discretionary authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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