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William F

Series 66

Chattanooga, TN

Mass Mutual Investors Services

William French is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding a Series 66 credential and six years of industry experience. He has worked at MML Investors Services since 2020 and BD Planning Partners/Mass Mutual since 2019. Outside of his advisory role, he is involved with Blair's Estate Sales as a moving team member. 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 programs, with a focus on collaborative, goal-oriented 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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Collin D

Series 66

Chattanooga, TN

Mass Mutual Investors Services

Collin Daniell is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding a Series 66 designation and five years of industry experience. His work history includes roles at MML Investors Services and BD Planning Partners/Mass Mutual, as well as prior experience at Big Fish Sports, Lee University, and Capital Financial Group/Mass Mutual. 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, structuring engagements as collaborative, annual relationships that focus on goal analysis and written recommendations.

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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Theodore B

Series 63

Chattanooga, TN

Mass Mutual Investors Services

Theodore Boerger is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 38 years of industry experience. He has worked at MassMutual Life Insurance Company since 2017 and with MML Investors Services since 1987. In addition to his advisory role, he is also licensed as a life and health insurance agent. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning using firm-approved analytical tools and offers specialized programs such as divorce planning and event-driven estate 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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William C

Series 66

Chattanooga, TN

Mass Mutual Investors Services

William Collier is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding a Series 66 license and over 12 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and with MassMutual Life Insurance Company since 2012, also working as an individual life insurance agent. MML 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 event-driven 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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Bradley B

Series 63, Series 65

Chattanooga, TN

Mass Mutual Investors Services

Bradley Burcham is a financial advisor with Mass Mutual Investors Services in Chattanooga, TN, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Mass Mutual Investors Services since 2005. Outside of his advisory role, Burcham is involved in several entrepreneurial ventures, including ownership of a sports card business and roles in various real estate and wholesale container sales companies. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides educational seminars and 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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Timothy D

Series 63, Series 65

Chattanooga, TN

Mass Mutual Investors Services

Timothy Daniell is a financial advisor with MassMutual Investors Services in Chattanooga, TN, holding Series 63 and Series 65 licenses and accumulating 31 years of industry experience. He has worked with MassMutual Life Insurance and MML Investors Services since 2001. Outside of financial advising, Daniell is involved in several entrepreneurial ventures, including ownership of a sports cards business and partnerships in an ice cream shop as well as real estate development projects. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, software-supported planning engagements and a range of programs including employer-sponsored and event-driven 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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Justin L

Series 66

Chattanooga, TN

Mass Mutual Investors Services

Justin Lacy is a financial advisor with MassMutual Investors Services holding a Series 66 designation. He has over 25 years of prior experience at Valvoline Retail Services and began his financial services career in 2025. Outside of advising, he owns and operates a short-term rental property business, managing all aspects including guest relations and maintenance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including wrap and money-manager 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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