Atlanta, GA Peachtree Dunwoody Road Office

Team
Updated today
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Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,118

Across 1,229 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that operates as a subsidiary of MassMutual. It provides ongoing financial planning to individuals (including high‑net‑worth clients), business owners, trusts, estates, charitable organizations, and employers, and also offers asset management, wrap and money‑manager programs and educational seminars.

Financial planning engagements are structured as annual, collaborative relationships in which advisers collect detailed client information, use firm‑approved software (including Monte Carlo simulations and automated asset‑allocation tools) to analyze goals, and deliver written recommendations; advisers generally recommend investment categories and strategies rather than making specific product selections and do not have investment discretion as part of the planning engagement. Implementation of recommendations is optional and requires separate brokerage or insurance arrangements, and advisers may receive additional compensation in their capacities as registered representatives or insurance agents when clients choose to implement recommendations.

Noteworthy features in the brochure include the recent addition of a standalone Divorce Planning offering (announced March 2026) and explicit descriptions of estate‑settlement and employer‑sponsored planning programs, which present event‑driven planning services in a defined way. The firm also discloses an extensive history of regulatory and enforcement actions (including SEC and state orders and associated remediation) and details about affiliated‑product distribution and sales‑support compensation arrangements that can create potential conflicts of interest for clients to consider.

Based on Mass Mutual Investors Services

Expertise

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Based on Mass Mutual Investors Services

Occupation focus

Founder/Business Owner Attorney Executive

Based on Mass Mutual Investors Services

Demographic focus

Married/Couples/Partners Divorced

Based on Mass Mutual Investors Services

Location

7000 Peachtree Dunwoody Road, Bldg 12 Suite 200

Atlanta GA 30328

Advisors at this office

15

Advisors at this office

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Shad R

CFP®, ChFC®, Series 63, Series 65

Atlanta, GA

Mass Mutual Investors Services

Shad Reynolds is a CFP® and ChFC® affiliated with Mass Mutual Investors Services in Atlanta, GA, with 27 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2008. Outside of his advisory role, Reynolds is involved in several business ventures, including managing a tax planning and preparation firm and co-owning a farm venue rental business. Mass Mutual Investors Services operates as 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, emphasizing collaborative annual planning engagements that utilize firm-approved analytic tools without discretionary authority over client investments.

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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Pation R

ChFC®, Series 63, Series 65

Atlanta, GA

Mass Mutual Investors Services

Pation Reynolds is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. Reynolds has four years of industry experience and has been with MML Investors Services, LLC since 2017. Prior to this, Reynolds worked at MassMutual Life Insurance Co and served at Kennesaw State University. 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. The firm emphasizes collaborative, ongoing planning relationships and offers specialized programs such as divorce planning and estate-settlement 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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Garrett C

Series 66

Atlanta, GA

Mass Mutual Investors Services

Garrett Cathey is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds a Series 66 designation and has been with the firm since 2024. Prior to his current role, he has experience in various service and retail positions and is affiliated with Kennesaw State University. 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 programs using firm-approved analytical tools and structured, collaborative client relationships.

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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Conner R

Series 66

Atlanta, GA

Mass Mutual Investors Services

Conner Rudolph is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Georgia Gwinnett College and Hennessy Lexus of Gwinnett. 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, with a focus on collaborative, annual planning engagements 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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Carson R

Series 66

Atlanta, GA

Mass Mutual Investors Services

Carson Rowland is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds a Series 66 designation and has been with Mass Mutual Investors Services since 2024. Prior to joining the financial industry, he worked in the automotive and retail sectors and has teaching experience at Kennesaw State University and local schools. 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 with a focus on collaborative, goal-based planning and a range of investment and event-driven planning 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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James R

Series 65, Series 63

Atlanta, GA

Mass Mutual Investors Services

James Rohrer is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds Series 65 and Series 63 licenses and has one year of experience in the industry. Prior to his current role, he worked at Earth Wall Products and has a background that includes positions in education and underwriting. 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, employing firm-approved software and collaborative annual planning relationships.

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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Brian M

Series 63, Series 66

Atlanta, GA

Mass Mutual Investors Services

Brian Mariano is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 designations and 23 years of industry experience. He has worked with MML Investors Services LLC and MassMutual Life Insurance Co since 2014 and was previously with Cetera Advisors LLC from 2010 to 2014. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools to deliver written recommendations within collaborative client relationships.

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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Brittani L

CFP®, ChFC®, Series 65, Series 63

Atlanta, GA

Mass Mutual Investors Services

Brittani Long is a CFP® and ChFC® with six years of industry experience, currently serving at Mass Mutual Investors Services. She has been with Mass Mutual Life Insurance Company since 2017 and has been involved with Kennesaw State University since 2014. Prior to her financial services career, she worked at Caribou Coffee for five years. 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, and various organizations. The firm offers collaborative, goal-oriented planning using firm-approved analytical tools, with optional implementation of recommendations 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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Parker R

CFP®, Series 66

Atlanta, GA

Mass Mutual Investors Services

Parker Reynolds is a CFP®-certified financial advisor with Mass Mutual Investors Services in Atlanta, GA, bringing four years of industry experience. Prior to his current role starting in 2021, he worked at Drake University for four years. Outside of his advisory work, he serves as a platoon leader in the Georgia Army National Guard, managing personnel, training, and readiness. 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, providing collaborative, goal-oriented planning engagements 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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Chase H

Series 66

Atlanta, GA

Mass Mutual Investors Services

Chase Hughes is an advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. Prior to his current role, he worked in various educational positions at Kennesaw State University, Hillgrove High School, Faith Lutheran School, and Our Savior Lutheran School. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual 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 supported by 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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Taylor B

ChFC®, Series 63, Series 65

Atlanta, GA

Mass Mutual Investors Services

Taylor Bonniwell is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds the ChFC® designation and Series 63 and 65 licenses, and has three years of industry experience. Prior to joining Mass Mutual, he worked at Supreme Lending Southeast and has clerical experience at Orthocrafters, Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s planning process involves detailed client analysis using proprietary software and typically results in written recommendations without discretionary 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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Nickolas W

CFP®, ChFC®, Series 63, Series 65

Atlanta, GA

Mass Mutual Investors Services

Nickolas Wagner is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds the CFP® and ChFC® designations and has 13 years of industry experience. He has been with Mass Mutual Investors Services and affiliated entities since 2012. In addition to his advisory role, he works concurrently at PUBLIX. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides 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 software and offers a range of programs including educational seminars and event-driven planning 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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Zachary G

CFP®, ChFC®, Series 66

Atlanta, GA

Mass Mutual Investors Services

Zachary Grady is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding CFP®, ChFC®, and Series 66 designations and four years of industry experience. He has worked with MML Investors Services, LLC and MassMutual Life Insurance Co since 2021. Outside the financial industry, he was involved with Athens Entertainment Partnership LLC from 2016 to 2022. 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, emphasizing 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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Devon R

ChFC®, Series 63, Series 65

Atlanta, GA

Mass Mutual Investors Services

Devon Reynolds is a ChFC®-designated financial advisor with 22 years of industry experience, currently affiliated with MassMutual Investors Services in Atlanta, GA. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2008. Outside of his advisory role, Reynolds co-owns The Triple P Farm, a venue rental and event coordination business. MassMutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning through collaborative, annual engagements using proprietary software tools and focuses on recommending investment strategies without discretionary 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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Manik N

CFP®, ChFC®, Series 63, Series 65

Atlanta, GA

Mass Mutual Investors Services

Manik Nindra is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding CFP® and ChFC® designations and five years of industry experience. He has been with Mass Mutual-affiliated firms since 2018, including MML Investor Services since 2020. Outside of finance, he has worked in the restaurant industry and is involved as a property manager and real estate investor in partnership with others. MML Investor Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements that utilize 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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