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James W

Series 63, Series 65

Fort Myers, FL

Mass Mutual Investors Services

James Winstel Jr. is a financial advisor with Mass Mutual Investors Services in Fort Myers, FL, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. since 2014. Outside of advisory work, he is involved as an agent in life, fixed annuities, disability, long-term care insurance, and life settlements referral services. MassMutual 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 financial planning, asset management, and educational seminars, employing tools such as Monte Carlo simulations and automated asset-allocation software to support its collaborative, goal-focused planning process.

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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Ashley G

Series 63, Series 65

Fort Myers, FL

Mass Mutual Investors Services

Ashley Glynn is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services since 2015. Outside of her advisory role, she serves as treasurer for the Heights Elementary PTA in Fort Myers, Florida. 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, and charitable organizations. The firm emphasizes collaborative, goal-based planning supported by firm-approved analytical tools and offers specialized programs including 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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Thomas W

Series 63, Series 66

Fort Myers, FL

Mass Mutual Investors Services

Thomas Wilander is a financial advisor with Mass Mutual Investors Services in Fort Myers, FL, holding Series 63 and Series 66 credentials and three years of industry experience. He has worked with MassMutual Life Insurance Co since 2019 and has also been involved in real estate ventures as president of multiple entities focused on residential real estate. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations, offering financial planning, asset management, and educational seminars. The firm emphasizes collaborative, goal-oriented strategies using firm-approved tools, with implementation of recommendations requiring separate arrangements.

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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Diane E

ChFC®, Series 63

Fort Myers, FL

Mass Mutual Investors Services

Diane Everhart is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and Series 63 license, with 27 years of industry experience. She has been with Mass Mutual and its related firms since 2015. Outside of her advisory role, she is involved as an agent in an insurance business and serves as a bookkeeper for a retail liquor store in Fort Myers, Florida. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers through 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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Ryan G

Series 63, Series 65

Fort Myers, FL

Mass Mutual Investors Services

Ryan Glynn is a financial advisor with MassMutual Investors Services in Fort Myers, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at MassMutual Investors Services since 2015 and Massachusetts Mutual Life Insurance Co since 2014. Glynn is also a Certified Divorce Financial Analyst and works with clients and their attorneys on financial disclosures related to divorce. Additionally, he serves as president of his local neighborhood association board. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships and offers specialized services including divorce planning and event-driven estate and employer-sponsored 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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