Bonita Springs, FL Bonita Bay Blvd 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

3551 Bonita Bay Blvd

Bonita Springs FL 34134

Advisors at this office

11

Advisors at this office

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Nicklas N

Series 65, Series 63

Bonita Springs, FL

Mass Mutual Investors Services

Nicklas Nagengast is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and Foresters Financial Services, as well as work related to community service and management. Outside of advising, he provides dog sitting services as an independent contractor. 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 seminars, structuring planning engagements as annual collaborative relationships using firm-approved tools to analyze client goals.

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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Maura L

Series 63, Series 65

Bonita Springs, FL

Mass Mutual Investors Services

Maura Laudone is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior roles include positions at MetLife Securities Inc. and MassMutual Life Insurance Co. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals—including high-net-worth clients—as well as business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, 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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Thomas A

Series 66

Bonita Springs, FL

Mass Mutual Investors Services

Thomas Ambrosi is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 29 years of industry experience, including roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. Ambrosi is also a CPA and operates an independent accounting practice, Ambrosi Donahue Congdon & Co., P.C., and works as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-supported planning processes and provides event-driven planning programs such as divorce and estate settlement.

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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Thomas B

CFP®, ChFC®, Series 63, Series 65

Bonita Springs, FL

Mass Mutual Investors Services

Thomas Bottone Jr. is a CFP® and ChFC® with 39 years of experience, currently with Mass Mutual Investors Services. He has held positions at Mass Mutual Life Insurance Company and MetLife Securities Inc., and is co-owner of Pioneer Heavy Duty Parts, a truck part retail distributor. 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 seminars, delivering collaborative, goal-based 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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Michael L

Series 66

Bonita Springs, FL

Mass Mutual Investors Services

Michael Longo is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding a Series 66 designation and 15 years of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual Life Insurance Company in 2026, he spent 15 years at Guardian Life. Outside of his advisory work, he is involved in restaurant ownership and franchise operations, including ownership interests in multiple dining establishments and related business entities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships using firm-approved tools 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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Charles K

Series 63, Series 65

Bonita Springs, FL

Mass Mutual Investors Services

Charles Krahmer is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities Inc. from 2015 to 2017. Additionally, he is an insurance agent involved in individual and group life and health insurance brokerage. MassMutual Investors Services, LLC is 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 delivers ongoing, collaborative financial planning utilizing firm-approved tools and offers specialized services including event-driven planning 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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Donna C

Series 66

Bonita Springs, FL

Mass Mutual Investors Services

Donna Caccia is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. She has 24 years of industry experience, including roles at Mass Mutual Investors Services since 2017 and previous positions at Metlife Securities Inc. and New England Securities. Outside of financial advising, she is involved in tax preparation and accounting services as an employee of Cayer Caccia, LLP. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships 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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Michael S

Series 63, Series 65

Bonita Springs, FL

Mass Mutual Investors Services

Michael Sexton is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities. In addition to his advisory role, Sexton operates as an independent insurance agent selling dental, group disability income, life, accident, health, and long-term care insurance. 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 tools to deliver written recommendations focused on investment categories and strategies.

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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Thomas B

Series 66

Bonita Springs, FL

Mass Mutual Investors Services

Thomas Bohanon is a financial advisor with Mass Mutual Investors Services located in Bonita Springs, FL. He holds the Series 66 credential and has six years of industry experience. Prior to his current role, he worked with firms including Park Avenue Securities, Guardian Life Insurance Company, and has professional ties to the Green Bay Packers and Jacksonville Jaguars. Outside of advising, he serves as president of the Tommy Bohanon Foundation Inc., where he organizes events and outreach programs, and is also involved in managing several small businesses including a bartending service and event coordination company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning engagements supported by firm-approved analytical tools, emphasizing collaborative goal analysis and recommended investment strategies without discretion over client assets.

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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Walter M

Series 63, Series 65

Bonita Springs, FL

Mass Mutual Investors Services

Walter May III is a financial advisor with Mass Mutual Investors Services in Bonita Springs, FL, holding Series 63 and Series 65 licenses. He has 29 years of industry experience, with prior roles at MetLife Securities and MassMutual Life Insurance Company. Outside of advising, May also works as an insurance agent, focusing on individual and group life and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser 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 and a range of investment 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
user avatar

Anthony L

Series 63, Series 65

Bonita Springs, FL

Mass Mutual Investors Services

Anthony Lea is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following an 11-year tenure at METLIFE Securities Inc. He also works as an independent insurance agent selling Medicare-related products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software and structured annual planning engagements.

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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