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Keith W

Series 63, Series 65

Sarasota, FL

Mass Mutual Investors Services

Keith Wolff is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Wolff serves on the board of trustees for Hartford Youth Scholars and acts as a sounding board advisor to a corporate client’s leadership team. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm’s advisory approach involves collaborative, annual planning engagements using advanced analytical tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

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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Michael O

Series 63, Series 66

Sarasota, FL

Mass Mutual Investors Services

Michael Orentlich is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 20 years with Metlife Securities Inc. Outside of his advisory role, he is an agent for Orentlich Financial Services, LLC, involved in individual and group insurance products as well as life settlements and viaticals. 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 provides ongoing financial planning, asset management, and educational seminars, with a focus on collaborative annual planning engagements that utilize firm-approved software to analyze goals and recommend investment strategies.

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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Lucas N

CFP®, ChFC®, Series 65, Series 63

Sarasota, FL

Mass Mutual Investors Services

Lucas Noble is a financial advisor with MassMutual Investors Services, holding the CFP® and ChFC® designations, and has 19 years of industry experience. His career includes roles at MassMutual Life Insurance Company and METLIFE Securities Inc. Outside of his advisory work, he manages and owns several business entities related to property management and financial services. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-focused planning engagements supported by firm-approved analytical tools.

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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