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Robert D

CFP®, Series 63, Series 65

Jacksonville, FL

Mass Mutual Investors Services

Robert Devine is a CFP® professional with 22 years of industry experience, currently serving at Mass Mutual Investors Services since 2009. He holds Series 63 and Series 65 licenses and is based in Jacksonville, FL. Outside of his advisory role, he is the managing member of Captain Holding, LLC, a business he co-owns, and acts as secretary-treasurer for BNI Money Tree, a local networking organization. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured, ongoing financial planning engagements using advanced analytical tools and provides a range of programs including wrap accounts, 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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Everette S

Series 66, Series 63

Jacksonville, FL

Mass Mutual Investors Services

Everette Seay IV is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Mass Mutual-affiliated firms since 2016. Outside of his advisory role, he serves as a high school basketball coach in Jacksonville, FL. 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 financial planning engagements using firm-approved analytical tools and supports implementation through brokerage or insurance 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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