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Edward H

ChFC®, Series 63, Series 65

Port St Lucie, FL

Mass Mutual Investors Services

Edward Hopkins is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, including over three decades with MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he serves as an elected director for the Connecticut Master Gardener Association. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides structured, annual planning engagements using firm-approved analytical tools and delivers recommendations based on 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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Shawn H

CFP®, Series 63, Series 65, Series 66

Port St Lucia, FL

Mass Mutual Investors Services

Shawn Higginbotham is a CFP® with 29 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and has previously worked at Lion Street Financial, Csenge Advisory Group, FSC Securities Corporation, and SII Investments. Outside of his advisory role, he manages marketing and social media for a group of accounting firms through Jones & Company, LLC. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, and charitable organizations, utilizing firm-approved tools to support collaborative, goal-oriented 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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Daniel V

Series 63, Series 65

Port St. Lucie, FL

Mass Mutual Investors Services

Daniel Velazquez III is a financial advisor with Mass Mutual Investors Services in Port St. Lucie, FL, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked with MML Investors Services since 2020 and has been affiliated with MassMutual since 2018. Outside of his advisory role, he is the CEO and founder of DV3 Financial, a financial planning and wealth management firm, and a co-founder and event director of the Port St. Lucie Business Club, a local networking group. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools, with a range of specialty services including estate settlement 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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