Boca Raton, FL N Military Trail Office

Brad Berkowitz is a financial advisor with MassMutual Investors Services in Boca Raton, FL, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has been with MassMutual since 2017 and also works as a football agent, representing some players in Canadian Football League contracts and marketing deals. Additionally, he is an author with royalty income from a book he wrote. 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, and charitable organizations. The firm emphasizes collaborative, annual financial planning relationships using analytical tools and provides a range of programs including estate settlement and employer-sponsored planning.

David Amiel is a financial advisor at MassMutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citigroup Global Markets and JPMorgan Chase. Outside of finance, he owns and manages two nail salons and a food service business. MassMutual Investors Services 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, goal-oriented engagements.

Jared Morgenstern is a financial advisor with Mass Mutual Investors Services based in Boca Raton, FL, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He previously worked at Metlife Securities Inc. from 2004 to 2017 and has been with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in an insurance business offering life, fixed annuities, disability, long-term care, and health products. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-focused planning using firm-approved analytical tools and offers specialized programs including divorce planning and employer-sponsored planning.