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Kayla S

Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual 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, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and 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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Mark E

Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Mark England is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Eagle Strategies and New York Life Insurance Company. Additionally, he is involved in outside insurance sales focusing on life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

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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Patrick O

Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Patrick O'Rourke is a financial advisor with Mass Mutual Investors Services and holds Series 63 and 65 licenses. He has six years of industry experience, including roles at MML Investors Services and Mass Mutual Life Insurance Company since 2020, and prior positions with Equitable Advisors and AXA Advisors. Outside of his advisory work, he has experience as an independent insurance agent selling life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements with clients.

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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Christian E

Series 63, Series 66

Warwick, RI

Mass Mutual Investors Services

Christian Evers is a financial advisor with Mass Mutual Investors Services in Warwick, Rhode Island, holding Series 63 and Series 66 licenses. He has two years of industry experience and previously worked for MassMutual Life Insurance Company and operated a small business called CEC Clean Up. Christian also worked at the University of Rhode Island and has experience in retail and youth sports organizations. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including asset management and educational seminars, focusing on collaborative client relationships and goal-based 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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Kyle S

Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Kyle Setzer is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has three years of industry experience and has worked with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2023. Outside of his advisory role, he is also licensed as an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved software and tools, with additional asset- and event-driven 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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Jack P

Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Jack Patten is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 credentials and having seven years of industry experience. His prior experience includes roles at Berling & Associates LLC, Barnum Financial Group, Fidelity Investments, and Iona College. In addition to his advisory work, he is also active as an insurance agent offering individual and group life, health, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using 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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Todd C

Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Todd Camp is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has three years of industry experience, including prior roles at LPL Enterprise and The Prudential Insurance Company of America. Before entering the financial industry, he worked in the hospitality and retail sectors. Mass Mutual Investors Services 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 emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored 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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Matthew C

ChFC®, Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Matthew Corbishley is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience with prior roles at Questar Asset Management and Prudential Insurance Company of America. Outside of his advisory work, he is also a financial services representative selling life, disability, long-term care insurance, and fixed annuities. 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 offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-based planning 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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Craig R

Series 63, Series 66

Warwick, RI

Mass Mutual Investors Services

Craig Rushworth is a financial advisor at MassMutual Investors Services with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Amazon, Merrill Lynch, Fidelity Investments, and Rhode Island College. He also has an extended history at Wright's Farm Restaurant spanning eight years. 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’s approach involves annual collaborative planning engagements using firm-approved software and offers specialized programs such as divorce planning and employer-sponsored 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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Domenic D

Series 63, Series 66

Warwick, RI

Mass Mutual Investors Services

Domenic D'errico Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked at MassMutual Life Insurance Company and Fidelity Brokerage Services, among other roles. Outside of finance, he is the owner and disc jockey for Hotel Freestyles LLC, performing at events. Mass Mutual 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.

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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Peter D

Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Peter Darsch is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and was previously with Metlife Securities for 15 years. Outside of his advisory work, he manages a family LLC supporting a vacation property and owns an LLC that handles administrative staffing and business expenses. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships focused on recommending investment strategies 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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Timothy L

CFP®, Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Timothy Lynch is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding the CFP® designation along with Series 63 and 65 licenses. He has seven years of industry experience, including roles at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2018. Prior to his financial career, he worked in the restaurant industry and at Saint Michael's College. Additionally, Lynch operates an independent insurance business selling life, fixed annuities, disability, long-term care, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and investment management to individuals, business owners, trusts, and charitable organizations. The firm emphasizes ongoing, collaborative planning using firm-approved analytical tools and provides services including asset management and educational seminars.

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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Joseph F

Series 66

Warwick, RI

Mass Mutual Investors Services

Joseph Farrelly is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and two years of industry experience. His prior experience includes roles at Barnum Financial Group and MassMutual Life Insurance Company. He also spent time as a full-time student and has experience working with United Parking LLC and the University of Maine Business School. 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 employs collaborative, annual planning engagements and offers specialized programs including divorce planning, estate settlement, and employer-sponsored 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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Mark S

Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Mark Stephenson is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at MetLife Securities from 2012 to 2017 and has been with Mass Mutual since 2016. Outside of his advisory role, he works as an insurance agent specializing in individual and group life, health, fixed annuities, long-term care, and disability insurance. MassMutual 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 ongoing, collaborative financial planning engagements using firm-approved software and educational seminars.

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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John N

Series 66

Warwick, RI

Mass Mutual Investors Services

John Nardone is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017. Outside of his advisory role, he is an independent insurance agent specializing in life insurance, fixed annuities, disability, long-term care, and health insurance. 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, focusing on collaborative, goal-based planning without discretionary investment authority.

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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Mark M

Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Mark Martone is a financial advisor with MassMutual Investors Services in Warwick, RI, holding Series 63 and Series 65 designations and 11 years of industry experience. He has worked at MassMutual and its affiliates since 2017, with prior experience at Prudential Insurance Company of America and Pruco Securities. Martone also operates as an independent insurance agent, focusing on life, disability, long-term care, fixed annuities, and health insurance. 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 offers financial planning, asset management, and educational programs, using collaborative, goal-focused planning 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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Benjamin C

Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Benjamin Castillo is a financial advisor with Mass Mutual Investors Services in Warwick, RI. He holds Series 63 and Series 65 registrations and has two years of industry experience. His prior roles include positions at Citizens Securities, Empower, Barnum Financial Group, and Fidelity. 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 provides financial planning, asset management, and educational seminars, 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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Patrick C

CFP®, Series 66

Warwick, RI

Mass Mutual Investors Services

Patrick Curley is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Mass Mutual, he worked at Northwestern Mutual and has experience in various roles including insurance sales as an independent agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using advanced analytical tools and delivers written recommendations, with optional implementation through 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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Paul P

Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Paul Provost is a financial advisor with MassMutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at MassMutual Life Insurance Company and was formerly employed by the Worcester Telegram & Gazette. He is also active as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a structured, collaborative planning process using advanced software tools and provides a range of programs including estate settlement and employer-sponsored 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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William D

CFP®, Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

William De Mayo is a CFP® professional with five years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and Mass Mutual Life Insurance Company, having joined both firms in 2021. His prior experience includes roles at Commonwealth Financial Group, North Easton Savings Bank, and other organizations. Outside of his advisory work, he is an independent insurance agent and also works as an Instacart shopper and delivery person. 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 provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

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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Ryan P

Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Ryan Purdy is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 designations and having one year of industry experience. Prior to joining MassMutual and MML Investors Services in 2025, he worked in roles outside the financial industry, including three years at Ocean House Marina and six years at Captain Jacks. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analysis tools and offers specialized services such as divorce planning 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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Dawn R

Series 66

Warwick, RI

Mass Mutual Investors Services

Dawn Robinson is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent eight years at Metlife Securities. Outside of her advisory role, she hosts a weekly radio show, "Common Cents with Dawn," broadcast on WBLQ 1230 AM. Mass Mutual Investors Services 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, focusing on collaborative, annual planning relationships using firm-approved tools to analyze 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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Erik H

Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Erik Holton is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 29 years of industry experience. Before joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities, Inc. for 17 years. He also serves as an insurance agent offering individual and group life and health insurance. Mass Mutual 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 financial planning engagements using comprehensive analysis tools and maintains various event-driven planning programs including estate and employer-sponsored plans.

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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Jameson G

Series 66

Warwick, RI

Mass Mutual Investors Services

Jameson Goff is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding a Series 66 designation and having two years of industry experience. Prior to his current role, he worked at Aflac and has experience at Providence College and The Wentworth Inn. 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 annual, collaborative financial planning engagements using firm-approved software and offers a range of investment and 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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Nicholas F

Series 66

Warwick, RI

Mass Mutual Investors Services

Nicholas Ferrie is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at Quidnessett Country Club and the University of Tampa. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide tailored 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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Austin C

Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Austin Coristine is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2020 and previously was employed by Barnum Financial Group. Outside of his advisory role, Coristine also serves as an independent insurance agent focusing on life insurance, disability, long-term care, fixed annuities, and health insurance. Mass Mutual 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 emphasizes structured, collaborative planning engagements using analytical tools and offers various event-driven planning programs alongside its core services.

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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Nicholas D

Series 63, Series 66

Warwick, RI

Mass Mutual Investors Services

Nicholas Dilello Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked previously at Metlife Securities, Inc. and MassMutual Life Insurance Co. Outside of his advisory role, he serves as a supervisory committee member monitoring the financial integrity of Coastal1 Credit Union and acts as a trustee for a family trust. 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 provides financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative processes using 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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Edward P

Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Edward Pelletier is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Insurance Company for 26 years and has been with Mass Mutual since 2016. Pelletier also operates as an independent insurance agent offering a range of insurance products including dental, disability, fixed annuities, life, long-term care, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and collaborative planning processes, offering a variety of programs including estate-settlement and employer-sponsored 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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Matthew S

CFP®, ChFC®, Series 66

Warwick, RI

Mass Mutual Investors Services

Matthew Sawyer is a financial advisor at MassMutual Investors Services with 19 years of industry experience. He holds the CFP® and ChFC® designations, and his career includes roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is also an insurance agent involved in the sale of life, group disability, long-term care, health, dental, fixed annuities, and property and casualty insurance. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools, and offers a range of programs including asset management and educational seminars.

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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Patrick S

CFP®, ChFC®, Series 63, Series 65

Warwick, RI

Mass Mutual Investors Services

Patrick Sawyer is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding CFP® and ChFC® designations and over 13 years of industry experience. His career includes roles at Metlife Securities and Massachusetts Mutual Life Insurance Company. He is also an independent insurance agent specializing in various insurance products. 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 collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers additional programs including estate-settlement and employer-sponsored 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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