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August W
Series 63, Series 65
Saint Johns, FL
Mass Mutual Investors Services
August Wossner is a financial advisor with Mass Mutual Investors Services in Saint Johns, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Msi Financial Services, Inc, MML Investors Services LLC, and MassMutual Life Insurance Company since 2013. MML 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, employing firm-approved software tools and collaborative annual planning engagements.
Matthew J
CFP®, Series 63
St. Johns, FL
Mass Mutual Investors Services
Matthew Jacob Sr. is a CFP® professional with 41 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2016. He has also managed Jacob & Jacob Asset Management since 1993. Jacob serves as executive director for the Liverpool Independent Foundation for Excellence and the Greater Syracuse Sports Hall of Fame, as well as a managing partner at CNY Center for Wealth Management, Financial Planning and Tax Strategies. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing, collaborative financial planning engagements and offers a range of programs including wrap and money-manager services.
Robert W
CFP®, Series 66
Saint Johns, FL
Mass Mutual Investors Services
Robert Winsor Jr. is a CFP® professional with five years of industry experience, currently affiliated with Mass Mutual Investors Services. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Bloomberg LP. He is a partner and owner of RHEI Private Client Group, LLC, an entity used for pass-through compensation. 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 seminars, providing collaborative, annual planning engagements using firm-approved analytical tools.
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