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Grigori B

Series 63, Series 65

Lexington, KY

Mass Mutual Investors Services

Grigori Bagdasaryan is a financial advisor with Mass Mutual Investors Services in Lexington, KY, holding Series 63 and Series 65 licenses and with 19 years of industry experience. He has been with Mass Mutual since 2006 and also works as a sales agent in individual and group life and health insurance. MassMutual 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 annual, collaborative relationships that emphasize goal analysis and written recommendations without investment discretion.

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 J

Series 66

Lexington, KY

Mass Mutual Investors Services

Thomas Jarboe Jr. is a financial advisor with Mass Mutual Investors Services in Lexington, KY, holding a Series 66 designation and having 23 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2009. Outside of advising, he is involved in the sale of fixed health, life, and disability insurance products and is a silent partner in a countertop sales business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, 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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Steven S

Series 63, Series 65

Lexington, KY

Mass Mutual Investors Services

Steven Sevits is a financial advisor with Mass Mutual Investors Services in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at MetLife Securities and MassMutual Life Insurance Company before joining Mass Mutual Investors Services in 2017. Outside of his advisory work, he is the owner of Sevits Family Farm, LLC, where he oversees farm activities. Mass Mutual Investors Services 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, utilizing firm-approved tools to develop 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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Timothy T

Series 63, Series 65

Lexington, KY

Mass Mutual Investors Services

Timothy Tanner is a financial advisor with Mass Mutual Investors Services in Lexington, KY, holding Series 63 and Series 65 designations and 32 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years before joining Mass Mutual-related firms in 2016. Outside of his advisory role, he is involved in life and long-term care insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing collaborative, software-supported analysis to deliver 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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Michael S

ChFC®, Series 65, Series 63

Lexington, KY

Mass Mutual Investors Services

Michael Schano is a financial advisor with Mass Mutual Investors Services in Lexington, KY, holding the ChFC® designation and Series 65 and 63 licenses. He has 19 years of industry experience and has previously worked at firms including GardaWorld, MoneyLife Partners, Ameriprise, Securities America, Arbor Point Advisors, Southland Equity Partners, CTM Financial Group, and FSC Securities Corporation. Outside of advising, he owns and operates Key Wealth Partners, LLC, a tax preparation business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning engagements using firm-approved software and offers a range of services including investment advisory 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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