Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Lawrence H
Series 63, Series 65
Winston-Salem, NC
Mass Mutual Investors Services
Lawrence Holden III is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and having 51 years of industry experience. He has been with Mass Mutual Investors Services since 1975 and concurrently affiliated with MassMutual Life Insurance Company since 1973. Outside of his advisory role, he is involved in life settlements and insurance sales through his ownership and agent position at Holden & Mickey, Inc. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of 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 supported by firm-approved analytical tools.
Steven D
Series 63, Series 65
Winston-Salem, NC
Mass Mutual Investors Services
Steven Davis is a financial advisor with MassMutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked with MML Investors Services since 2012 and has been associated with MassMutual Life Insurance Company since 2009. Outside of his advisory role, he is an agent involved in life and group 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 provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.
Brian H
Series 63, Series 65
Winston-Salem, NC
Mass Mutual Investors Services
Brian Holden is a financial advisor with MassMutual Investors Services in Winston-Salem, NC. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Holden has worked with MassMutual Life Insurance Co since 2010 and with MassMutual Investors Services since 2013. He is also involved in insurance brokerage through Holden & Mickey, Inc., focusing on individual and group life and health insurance sales. MassMutual Investors Services is a subsidiary of MassMutual that offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap and money-manager programs, and educational seminars.
John M
Series 63, Series 65
Winston-Salem, NC
Mass Mutual Investors Services
John Mickey is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding Series 63 and Series 65 credentials and has 40 years of industry experience. He has been with Mass Mutual Investors Services since 1985. In addition to his advisory role, he is involved in the sales of individual and group 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 provides financial planning, asset management, wrap and money-manager programs, and educational seminars.
David H
Series 66
Winston-Salem, NC
Mass Mutual Investors Services
David Holden is a financial advisor with Mass Mutual Investors Services in Winston-Salem, NC, holding a Series 66 designation and 26 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 2003. Outside of his financial advisory role, he serves as president of a high school booster club focused on supporting local athletics. 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, charities, and employers. The firm uses a structured planning approach with firm-approved software to develop written recommendations, offering additional services such as educational seminars and event-driven planning programs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters