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Jeffrey B
ChFC®, Series 63
Okatie, SC
Mass Mutual Investors Services
Jeffrey Baron is a financial advisor with MassMutual Investors Services, holding the ChFC® designation and a Series 63 license. He has 22 years of industry experience, having worked with MassMutual Investors Services and MassMutual Life Insurance Company since 2015. In addition to his advisory role, he works as a life and health insurance broker. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering collaborative, annual planning engagements supported by proprietary software tools.
Daniel H
Series 63, Series 65
Okatie, SC
Mass Mutual Investors Services
Daniel Harris is a financial advisor with Mass Mutual Investors Services in Okatie, SC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining his current firm in 2026, he worked at Northwestern Mutual in various roles from 2020 to 2026 and has experience at Newsbank, Inc. and Blackbaud. 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 specialized programs such as divorce planning and employer-sponsored planning through annual, collaborative client relationships.
Walter C
Series 63, Series 65
Okatie, SC
Mass Mutual Investors Services
Walter Clark is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at MetLife Securities Inc. for 29 years. He also serves as a life and health insurance agent. 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, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using advanced software tools and offers a range of investment and educational programs.
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