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Eric T

Series 63, Series 65

Mercer Island, WA

Mass Mutual Investors Services

Eric Terry is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to joining Mass Mutual in 2020, he worked at Key Bank from 2014 to 2020. Outside of his advisory role, he is a member of a local cover band where he plays bass and sings. 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, focusing on collaborative, goal-based planning without discretionary investment authority.

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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Kevin S

Series 63, Series 66

Mercer Island, WA

Mass Mutual Investors Services

Kevin Stokesbary is a financial advisor with Mass Mutual Investors Services in Mercer Island, WA, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with MML Investors Services Inc. and Mass Mutual Life Insurance Company since 2004. Outside of his advisory role, he also works as an insurance broker, focusing on individual life and health insurance sales and service. 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, structuring planning engagements as annual, collaborative relationships that utilize firm-approved analytical tools.

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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