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Trevor L
Series 66
Northampton, MA
Mass Mutual Investors Services
Trevor Lyne is a financial advisor with MML Investors Services, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Cetera Investment Advisers and Pioneer Financial Group. He is also an insurance broker involved in selling life, disability, long-term care insurance, and fixed annuities. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based financial planning supported by proprietary software tools and offers specialized programs including divorce planning and employer-sponsored planning.
Louis D
Series 66
Northampton, MA
Mass Mutual Investors Services
Louis Davis is a financial advisor with Mass Mutual Investors Services in Northampton, MA, holding a Series 66 designation and with 12 years of industry experience. He has been with Mass Mutual Investors Services since 2014 and with Mass Mutual Life Insurance Company since 2012. 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 analytical tools and providing a range of event-driven planning services.
Allen D
Series 63, Series 65
Northampton, MA
Mass Mutual Investors Services
Allen Davis is a financial advisor with Mass Mutual Investors Services in Northampton, MA. He holds Series 63 and Series 65 designations and has 22 years of industry experience. Davis has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. 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, utilizing firm-approved software tools to deliver written recommendations in collaborative, annual planning engagements.
Claire K
Series 66
Northampton, MA
Mass Mutual Investors Services
Claire Kelly is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has one year of industry experience and previously worked at MassMutual Life Insurance Company and Educational Experiences Abroad LLC. She was also involved with the Greater Northampton Chamber of Commerce. 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, wrap and money-manager programs, and educational seminars.
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