Boca Raton, FL Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

5

Of 5,061 advisors across 1,224 offices

Location

Boca Raton FL

Advisors at this office

5

Advisors at this office

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Charles D

ChFC®, Series 63, Series 65

Boca Raton, FL

Mass Mutual Investors Services

Charles Dowds III is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and Series 63 and Series 65 licenses. He has 35 years of industry experience, including prior roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he serves as a trustee and acts as an agent in life settlements and various insurance lines. MML 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 comprehensive financial planning, asset management, and educational programs, with a focus on collaborative, ongoing 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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Stuart G

Series 63, Series 65

Boca Raton, FL

Mass Mutual Investors Services

Stuart Grove is a financial advisor with Mass Mutual Investors Services in Boca Raton, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2003. Outside of his advisory role, he is involved with Grove Street Financial, LLC, where he works as an insurance sales agent handling individual and group life, health, and Medicare 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 provides financial planning, asset management, and educational seminars, employing a collaborative planning approach that emphasizes investment categories and 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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Michael L

Series 66

Boca Raton, FL

Mass Mutual Investors Services

Michael Leanch is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual since 2018 and was previously with Ameriprise Financial Services, Inc. for 12 years. 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, utilizing 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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Aline F

ChFC®, Series 63

Boca Raton, FL

Mass Mutual Investors Services

Aline Fisher is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and has a concurrent relationship with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Additionally, she operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, employing firm-approved analytical tools and offering a range of asset management and educational 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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Raymond K

CFP®, Series 63

Boca Raton, FL

Mass Mutual Investors Services

Raymond Kubick Jr. is a CFP®-certified financial advisor with 34 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. Outside of his advisory role, he owned Yacht Dream Vacations LLC from 2014 to 2019. 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, structuring planning engagements as annual, collaborative relationships using firm-approved tools 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
View complete list of advisors at this office
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