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Brent S
Series 63, Series 66
Lake Mary, FL
Mass Mutual Investors Services
Brent Sheppard is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and having 19 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. He is also a member of Cadence Financial Management, LLC. 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 and a collaborative approach to deliver written recommendations tailored to client goals.
Jack E
Series 66
Lake Mary, FL
Mass Mutual Investors Services
Jack Edwards is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at MML Investors Services and MassMutual Life Insurance Co. since 2022 and previously spent seven years at The Strategic Financial Alliance, Inc. Additionally, Edwards is the owner and principal of Duryea & Edwards CPAs, a CPA firm providing tax return preparation, bookkeeping, payroll, and tax planning services. He is also involved in small business ventures including a personal vehicle rental and 3D printing operation and administrative services through separate LLCs. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers event-driven planning programs including divorce and estate-settlement services.
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