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Robert S

Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Robert Smith is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2021. Outside of his advisory role, Smith serves as a non-voting member of the board and chapter advisor liaison to the Supreme Council of the Zeta Beta Tau Fraternity. Mass Mutual Investors Services, LLC 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 emphasizes ongoing, collaborative financial planning using firm-approved tools and offers specialized services such as divorce planning and employer-sponsored 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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Jack W

Series 66

New York, NY

Mass Mutual Investors Services

Jack Webber is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has five years of industry experience. His prior work history includes roles at MassMutual Life Insurance Company and National Securities Corp. MassMutual Investors Services, LLC 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 provides ongoing, collaborative planning engagements supported by firm-approved analytical tools and offers specialized programs including estate settlement 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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