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Mark P

Series 66

New York, NY

Mass Mutual Investors Services

Mark Pita is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC, Park Avenue Securities, and Guardian Life. Prior to his advisory career, he was employed at DoorDash and Pizza Hut. 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, employing firm-approved tools and collaborative planning processes.

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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Edward Z

Series 66

New York, NY

Mass Mutual Investors Services

Edward Zang is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017. Prior to this, he was with METLIFE Securities Inc for six years. Outside of his advisory role, he is involved in managing accounting and financial activities for a mixed-use commercial and residential building through the Landmark Preservation Guild. 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-oriented planning and a range of investment 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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Sunita B

Series 63

New York, NY

Mass Mutual Investors Services

Sunita Bajaj is a financial advisor with MassMutual Investors Services in New York, NY, holding a Series 63 designation and 25 years of industry experience. Her prior work includes a long tenure at METLIFE Securities Inc. and Massachusetts Mutual Life Insurance Company. She serves as President of the IWEC Foundation, an organization supporting international women business owners. MassMutual Investors Services operates as a broker-dealer and registered investment adviser, providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations.

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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Jaime K

CFP®, Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Jaime Kobin is a CFP®-designated financial advisor with 10 years of industry experience, currently with Mass Mutual Investors Services in New York, NY. Prior to joining Mass Mutual in 2019, Kobin worked at New York Life Insurance Company and its affiliated broker-dealer. Outside of advising, Kobin serves as a board member for The Hamilton Co-op and JICNY, and also works as an editor proofreading non-financial articles and books. 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 offers financial planning, asset management, and educational seminars, using firm-approved tools and a collaborative annual planning process.

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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Jason K

Series 63

New York, NY

Mass Mutual Investors Services

Jason Klein is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 license and 27 years of industry experience. He previously worked at MetLife Securities for 10 years before joining Mass Mutual in 2016. Outside of his advisory role, Klein coaches children’s sports teams and serves as treasurer on his homeowners association board. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved software tools and offers 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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Michael D

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Michael Davila is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked at MetLife Securities, Inc. for 10 years before joining Mass Mutual in 2016. Outside of his advisory role, he serves as vice president and co-head of maintenance on the board of a nonprofit nursery school. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, with planning engagements designed as collaborative annual relationships.

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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William H

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

William Horan IV is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services and MassMutual Life Insurance since 2018. Prior to that, he was with Park Ave Securities and Guardian from 2015 to 2018. In addition to his advisory role, he consults on business valuation and exit planning through Core Business Consultants LLC. MassMutual 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, annual financial planning engagements using firm-approved software 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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Michael H

Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Michael Huddles is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include seven years at Northwestern Mutual Investment Services LLC and National Securities. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved tools to provide written recommendations and event-driven planning services.

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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Corey M

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Corey Miller is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2011 to 2017. In addition to his advisory role, Miller operates as an independent insurance agent. MassMutual Investors Services, LLC 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, and educational seminars, emphasizing annual, collaborative planning engagements that analyze client goals and recommend investment strategies without discretionary 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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William F

CFP®, Series 66

New York, NY

Mass Mutual Investors Services

William Fischer is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and has previously worked at MetLife Securities. Outside of his advisory role, he is involved in the sale of life, disability, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools to develop 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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Kenneth C

Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Kenneth Conway is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. from 2009 to 2017. In addition to his advisory role, he is licensed as an insurance agent, specializing in life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, money-manager programs, and educational seminars, focusing on collaborative, goal-oriented planning with 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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Anita O

Series 63

New York, NY

Mass Mutual Investors Services

Anita Ong is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 credential and 42 years of industry experience. Her career includes long tenures at Metlife Securities Inc. and MassMutual Life Insurance Company. Outside of advisory work, she is involved in insurance brokerage and owns rental properties. 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 financial planning, asset management, and educational seminars with an emphasis on collaborative annual planning relationships using 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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Gino D

Series 63

New York, NY

Mass Mutual Investors Services

Gino Devivo is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 designation and 29 years of industry experience. He previously worked at Metlife Securities Inc. for 21 years before joining Mass Mutual Investors Services in 2017. Devivo also operates as an independent insurance agent, specializing in dental and group disability income, life, accident, and health insurance. 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 with a structured, collaborative approach tailored to client goals.

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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Peter P

Series 63

New York, NY

Mass Mutual Investors Services

Peter Paizis is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 license and having 36 years of industry experience. He previously worked at Metlife Securities Inc. for 30 years before joining Mass Mutual. Outside of his advisory role, he serves as Vice President of the St. Athanasios Greek Orthodox Church parish council and is involved in insurance sales and benefit counseling. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative processes relying on 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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Joseph D

Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Joseph Duffy is a financial advisor with MassMutual Investors Services in New York, NY, holding Series 63 and Series 66 registrations and 16 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and several MassMutual-affiliated entities. Outside of advisory work, he is a partial owner of The Spotlight Project, LLC, an e-commerce business specializing in jewelry. MassMutual Investors Services, LLC operates as 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, offering collaborative, annual planning engagements that utilize firm-approved analytical tools to develop 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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Marzana Z

Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Marzana Zaman is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her previous roles include positions at Citigroup Global Markets Inc. and Santander Securities, LLC. In addition to her advisory work, she is also a licensed insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using collaborative, software-supported analyses to develop tailored financial strategies.

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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Kenneth W

CFP®, Series 63

New York, NY

Mass Mutual Investors Services

Kenneth Weiss is a CFP® professional with 24 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked at METLIFE Securities Inc for 15 years and holds a non-practicing attorney status. Outside of advising, Weiss is involved in nonprofit fundraising for a law school's alumni network and manages business planning and tax matters through his own company, Pongcado Holdings Inc. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and investment advisory services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and offers a range of programs including asset management 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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Andrew G

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Andrew Goldner is a financial advisor with Mass Mutual Investors Services in New York, NY. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes 16 years at Metlife Securities Inc. and over a decade with MassMutual Life Insurance Company. In addition to his advisory role, he is also licensed as an insurance broker, focusing on life, disability, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning with a collaborative, annual approach and offers asset management, wrap 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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Philip L

Series 63

New York, NY

Mass Mutual Investors Services

Philip La Russo is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 designation and having 10 years of industry experience. He has worked with Massachusetts Mutual Life Insurance Company and MML Investors Services since 2017, following two years at Voya Financial Advisors. Outside of advising, he maintains a sales position in individual life insurance and fixed annuity products. 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, employing collaborative, software-supported approaches to analyze client goals and provide 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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Jun H

Series 63

New York, NY

Mass Mutual Investors Services

Jun Huang is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, following three years at MetLife Securities. In addition to his advisory role, he is involved in outside insurance sales, providing fixed products such as life insurance, disability, long-term care, and fixed annuities. 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 ongoing financial planning, asset management, and educational seminars, utilizing technology and collaborative planning processes to deliver written recommendations tailored to client goals.

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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Charles D

Series 63

New York, NY

Mass Mutual Investors Services

Charles Dweck is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 15 years at Metlife Securities Inc. He serves as an agent in an outside insurance brokerage and is a volunteer, non-compensated board member for a nonprofit organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative, annual financial planning relationships and provides a range of event-driven planning services.

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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Katherine C

Series 66

New York, NY

Mass Mutual Investors Services

Katherine Caso is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 66 designation and 20 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and previously was with MetLife Securities from 2008 to 2017. MassMutual’s subsidiary, MML Investors Services, LLC, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm uses detailed client data and firm-approved analytical tools to deliver written recommendations without discretionary 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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Herve V

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Herve Vixamar is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes roles at MetLife Securities and MassMutual Life Insurance Company. He serves on the boards of the Metropolitan Auxiliary Board and the Haitian Roundtable. MassMutual 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 annual, collaborative planning engagements utilizing firm-approved analytical tools 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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Samuel G

Series 66

New York, NY

Mass Mutual Investors Services

Samuel Gordon is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and two years of industry experience. He previously worked at Park Avenue Securities LLC and Guardian Life Insurance Company for four years. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized services including divorce planning and employer-sponsored planning 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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Kenneth G

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Kenneth Gross is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His work history includes nine years at Mass Mutual Investors Services and ten years with Massachusetts Mutual Life Insurance Company, as well as nine years at METLIFE Securities Inc. Outside of his advisory role, he is also an insurance agent specializing in dental and group disability income, life, accident, health insurance, and fixed annuities. 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-oriented planning engagements 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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Tevin H

Series 63

New York, NY

Mass Mutual Investors Services

Tevin Hodge is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 designation and 12 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in outside insurance sales and has worked as a delivery driver. MassMutual 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, using firm-approved software and collaborative planning approaches without discretionary authority over client investments.

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 M

ChFC®, Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Michael Modica is a financial advisor with MassMutual Investors Services in New York, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including 15 years at Metlife Securities Inc. prior to joining MassMutual in 2016. Outside of his advisory role, he serves as president of a condominium association. 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 provides financial planning using firm-approved software and offers 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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Morey B

Series 63

New York, NY

Mass Mutual Investors Services

Morey Becker is a financial advisor with MassMutual Investors Services in New York, NY, holding a Series 63 designation and 20 years of industry experience. He has worked at MassMutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, following a prior role at MetLife Securities from 2005 to 2017. He is also an insurance agent specializing in dental and group disability income, disability, life/accident/health, and long-term care insurance. MassMutual Investors Services, LLC 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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Jeffrey L

Series 63

New York, NY

Mass Mutual Investors Services

Jeffrey Loiselle is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 designation and over 32 years of industry experience. His career includes 23 years at Metlife Securities Inc. and more than a decade affiliated with MassMutual entities. In addition to his advisory role, he is active in insurance sales, including life, disability, long-term care, fixed annuities, and health insurance. 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 and offers 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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Thomas P

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Thomas Picone is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Mass Mutual Investors Services since 2011 and has worked with MassMutual Life Insurance Company since 1996. Outside of his advisory role, he is the owner of Picone Capital LLC, which sells non-variable insurance products including life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC 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, using firm-approved software and tools to deliver collaborative and goal-oriented planning 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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Douglas C

CFP®, Series 63

New York, NY

Mass Mutual Investors Services

Douglas Collins is a financial advisor with Mass Mutual Investors Services in New York, NY, holding the CFP® designation and Series 63 license. He has 18 years of industry experience, including prior roles at Metlife Securities Inc and Massachusetts Mutual Life Insurance Company. Collins is also involved in outside insurance sales, including Medicare-related products. Mass Mutual 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, and educational seminars, with a focus on collaborative, annual financial planning engagements using 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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Caren S

Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Caren Sgarlato is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at MetLife Securities for 11 years before joining Mass Mutual in 2016. Outside of her advisory role, she serves as President of the UNICO Brooklyn/Staten Island Chapter, a nonprofit focused on community events and member engagement. Mass Mutual Investors Services operates as 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 programs, utilizing collaborative, software-driven planning processes 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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Brandon C

Series 66

New York, NY

Mass Mutual Investors Services

Brandon Cohen is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance since 2016. Prior to that, he was with MetLife Securities from 2015 to 2017. Cohen also works as an insurance agent specializing in fixed annuities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative, annual financial planning engagements supported by analytical software and event-driven planning services.

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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Ronnie B

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Ronnie Bentoff is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior work includes 16 years with Metropolitan Life Insurance Company and Metlife Securities Inc., and he has served at Mass Mutual Investors Services since 2017. Bentoff also operates as an independent insurance agent specializing in dental and group disability income, disability, life, accident, health, fixed annuities, and long-term care insurance. 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, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and offers specialized programs such as 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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William P

Series 63

New York, NY

Mass Mutual Investors Services

William Patterson Jr. is a Series 63 licensed financial advisor with 43 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2017. He previously worked at METLIFE Securities Inc. for 12 years and has concurrent experience with MassMutual Life Insurance. Outside of his advisory role, he serves as a board member for the 158th Street and Riverside Drive Housing Cooperative in New York. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships supported by firm-approved analytical tools, with a focus on investment categories and strategies rather than specific product selections.

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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