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Joseph P
Series 63
Pensacola, FL
Mass Mutual Investors Services
Joseph Peterson Jr. is a financial advisor with Mass Mutual Investors Services in Pensacola, FL, holding a Series 63 designation and bringing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been with MetLife Securities Inc. and Metropolitan Life Insurance Company since 1993. Outside of his advisory role, he is involved in property and casualty insurance brokerage and life settlements, and serves as president of Peterson Advisory Services, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and provides specialized event-driven planning programs.
Richard W
Series 66
Pensacola, FL
Mass Mutual Investors Services
Richard Wright is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has 20 years of industry experience. He has worked with MassMutual Life Insurance Company since 2016 and previously spent 11 years at METLIFE Securities Inc. Outside of his advisory role, Wright is 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 provides financial planning, asset management, and educational seminars, using firm-approved tools to support collaborative, annual planning engagements.
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