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Bradley L

Series 65, Series 63

Atlanta, GA

Mass Mutual Investors Services

Bradley Leventhal is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds Series 65 and Series 63 designations and has two years of industry experience. Prior to his current role, he worked at Foreside Fund Services, LLC and Angel Oak Capital Advisors, LLC, and also has a background in hospitality management. Mass Mutual Investors Services 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 supported by proprietary software and various specialized planning programs.

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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James M

CFP®, Series 66

Atlanta, GA

Mass Mutual Investors Services

James Moore IV is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Mass Mutual Investors Services in Atlanta, GA. He previously held roles at MassMutual Life Insurance Company, Moore Insight Inc., and Waddell & Reed, Inc. He is also involved in managing private investment portfolios and holding companies through his ownership of MC Private Label, LLC. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, utilizing firm-approved tools for goal analysis and 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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Jonathan C

Series 66

Atlanta, GA

Mass Mutual Investors Services

Jonathan Constant is a financial advisor with MassMutual Investors Services in Atlanta, GA, holding a Series 66 license and over 22 years of industry experience. His prior roles include positions at Waddell & Reed and various insurance carriers through W&R Insurance Agencies. He is also a principal and president of MC Insight, LLC and MC Private Label, LLC, which involve insurance sales and managing a portfolio of securities and private investments. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools and offering a range of investment and planning programs.

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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Elizabeth N

Series 66

Atlanta, GA

Mass Mutual Investors Services

Elizabeth Neal is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual Investors Services, she was employed at MassMutual Life Insurance Company and has a background that includes four years at the University of Alabama and five years at The Lovett School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and offering collaborative, annual planning 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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