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David M

Series 63

Palm City, FL

Mass Mutual Investors Services

David Marley Jr. is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 37 years of industry experience and has been with MassMutual and its affiliated firms since 1987. Outside of his advisory role, he serves as treasurer of the board for the Historical Society of Martin County, is a director and finance committee member of the Marine Resources Council, and acts as president of the Riverbend Property Owners Association. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning processes to deliver written recommendations tailored to clients’ 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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