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Joel N
Series 66
Chicago, IL
Mass Mutual Investors Services
Joel Norman is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Michigan Financial Companies, and Great Lakes Financial. His background also includes roles outside finance, such as positions in residence life at the University of Pittsburgh and at Manchester Academy Charter School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers various programs including wrap and money-manager services and educational seminars.
Angelo T
Series 63, Series 65
Chicago, IL
Mass Mutual Investors Services
Angelo Tardi is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with Mass Mutual-affiliated firms since 2015 and operates an advisory business through Tardi Family Financial Incorporated, where he supervises and manages investment programs. In addition, he works as an independent insurance agent specializing in life, accident, and health insurance. 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 provides financial planning, asset management, and educational seminars, using firm-approved software to support collaborative, goal-based financial planning engagements.
Susan M
Series 63, Series 65
Chicago, IL
Mass Mutual Investors Services
Susan Murphy Reid is a financial advisor with Mass Mutual Investors Services based in Chicago, IL. She holds Series 63 and Series 65 credentials and has 25 years of industry experience. Her prior work includes roles at MetLife Securities Inc. and MassMutual Life Insurance Company. She is also an independent insurance agent operating under Levine & Reid, Inc. Mass Mutual Investors Services is 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 comprehensive planning using firm-approved software and delivers written recommendations through annual collaborative engagements.
Sean C
Series 63, Series 65
Chicago, IL
Mass Mutual Investors Services
Sean Cooper is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following a two-year tenure at MetLife Securities, Inc. Additionally, he operates as an independent insurance agent specializing in life, dental, disability, long-term care, fixed annuities, and health insurance sales. 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 provides financial planning, asset management, and educational seminars, with an emphasis on collaborative, goal-based planning using advanced analytical tools.
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