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Matthew H

Series 66, Series 63

Birmingham, AL

Mass Mutual Investors Services

Matthew Hope is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 66 and Series 63 credentials and possessing 15 years of industry experience. His prior roles include positions at Hornor, Townsend & Kent, LLC, and Penn Mutual Life Insurance Company. Outside of advising, he is involved in other business activities including serving as a financial representative selling life insurance for multiple carriers and managing an LLC for pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured planning approach using firm-approved analytical tools and provides event-driven planning programs, including a recent addition of Divorce Planning services.

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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Robert R

Series 66

Birmingham, AL

Mass Mutual Investors Services

Robert Ross II is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Northwestern Mutual in multiple capacities. Ross serves as the treasurer for the Hope for Autumn Foundation, a nonprofit organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-driven planning processes and provides various specialized planning programs and educational seminars.

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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Stewart P

Series 63, Series 66

Birmingham, AL

Mass Mutual Investors Services

Stewart Parks is a financial advisor with MassMutual Investors Services in Birmingham, AL, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with MassMutual Investors Services since 2014 and is also associated with Massachusetts Mutual Life Insurance Co. Outside of his advisory role, Parks is involved as an agent in fixed life insurance sales and is a member of Veritas Financial Partners, LLC, a pass-through entity for expense and payroll management. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm utilizes collaborative, goal-oriented planning supported by software tools and offers specialized programs including estate-settlement and employer-sponsored 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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Trenton G

Series 63, Series 66

Birmingham, AL

Mass Mutual Investors Services

Trenton Geringer is a financial advisor with Mass Mutual Investors Services in Birmingham, AL, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His career includes over a decade with Northwestern Mutual and since 2017 with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. He is also involved as an insurance broker specializing in life, disability, and long-term care insurance and is a member of Veritas Financial Partners, LLC, which he oversees as a pass-through entity for expenses and payroll. MassMutual 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 offers financial planning, asset management, and various educational programs, utilizing firm-approved tools to create written recommendations tailored to client goals.

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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