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James S

Series 63, Series 65

Sarasota, FL

Mass Mutual Investors Services

James Sugden is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at MetLife Securities Inc. Sugden also serves as president of a nonprofit condominium management board, overseeing building operations in compliance with laws and regulations. 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, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using advanced analytical tools and provides specialized event-driven planning services such as divorce and estate settlement 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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Jeanette W

Sarasota, FL

Mass Mutual Investors Services

Jeanette Williams is a financial advisor with Mass Mutual Investors Services, holding 33 years of industry experience. She previously worked for Metlife Securities Inc. for 25 years before joining Mass Mutual in 2016. In addition to her advisory role, she is a licensed insurance agent focusing on life, disability, long-term care, and fixed annuities, and she is also a notary. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements that utilize firm-approved tools and strategies, emphasizing investment categories rather than specific product selections.

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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Becky T

Series 63, Series 65

Sarasota, FL

Mass Mutual Investors Services

Becky Tochip is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked with Massachusetts Mutual Life Insurance Company and its affiliated firms since 2016. In addition to her advisory role, she operates an outside business selling life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative, annual planning engagements that include firm-approved software 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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Jeffrey G

Series 63, Series 65

Sarasota, FL

Mass Mutual Investors Services

Jeffrey Gordon is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He previously worked at Metlife Securities, Inc. for 12 years before joining Mass Mutual and currently operates an outside insurance business focused on life, health, disability, long-term care insurance, and fixed annuities. He also manages a personal investment-related business entity for bookkeeping and accounting purposes. Mass Mutual Investors Services, LLC 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 educational programs, with a focus on collaborative, annual planning relationships and event-driven services such as divorce and estate settlement 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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Joe L

Series 63, Series 65

Sarasota, FL

Mass Mutual Investors Services

Joe Lee is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at several firms including Wells Fargo Clearing and Raymond James Financial Services prior to joining MassMutual in 2021. MassMutual Investors Services is 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 financial planning using firm-approved software and offers event-driven planning services such as estate settlement and divorce 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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Stephen G

Series 63, Series 65

Sarasota, FL

Mass Mutual Investors Services

Stephen Grossman is a financial advisor with Mass Mutual Investors Services in Sarasota, FL, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with MML Investor Services, Inc. and MassMutual Life Insurance Company since 2008. Outside of his advisory role, Grossman is involved in buying and selling luxury watches, co-owns a home resale business, owns a design services company, and serves as vice president of a condominium board. MML Investors Services, LLC 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 offers collaborative, annual planning engagements using firm-approved software to analyze client goals and deliver written recommendations.

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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