Bonita Springs, FL Office
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Mass Mutual Investors Services
Institution
Firm-wide stats for Mass Mutual Investors Services
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
Based on Mass Mutual Investors Services
Location
Bonita Springs FL
Advisors at this office
4
Advisors at this office
Susan M
CFP®, Series 63
Bonita Springs, FL
Mass Mutual Investors Services
Susan Myers is a CFP® with 37 years of experience in the financial industry. She has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities for 14 years. Myers is also an individual life and health insurance agent. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs using firm-approved tools to analyze client goals and deliver written recommendations.
Louis E
CFP®, Series 63
Bonita Springs, FL
Mass Mutual Investors Services
Louis Eliasof is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding the CFP® and Series 63 designations and bringing 35 years of industry experience. His career includes roles at METLIFE Securities Inc and MassMutual Life Insurance Co. Outside of his advisory work, he is an independent insurance agent specializing in fixed insurance 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’s approach emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.
Michael N
Series 63, Series 65, Series 66
Bonita Springs, FL
Mass Mutual Investors Services
Michael Nigro is a financial advisor with Mass Mutual Investors Services, holding Series 63, 65, and 66 designations and bringing 35 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 1998. In addition to his advisory role, Nigro teaches retirement planning courses at various universities. 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 seminars, focusing on collaborative, goal-driven strategies without discretionary investment authority.
Charles R
Series 63, Series 65
Bonita Springs, FL
Mass Mutual Investors Services
Charles Russ III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His career includes extensive roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he writes fiction and music and serves on the Finance Commission of the Village of Hinsdale, Illinois. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven tools for goal analysis and offers a range of planning services, including a recent standalone Divorce Planning program.
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