Brentwood, TN Isabella Lane Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

2

Of 5,064 advisors across 1,222 offices

Location

8115 Isabella Lane, Suite 5

Brentwood TN 37027

Advisors at this office

2

Advisors at this office

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Michael D

Series 65, Series 63

Brentwood, TN

Mass Mutual Investors Services

Michael Davis is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, PRUCO Securities, The Prudential Insurance Company of America, First American National Investment Advisors, and Retirement Resources, LLC. He is also active as an insurance broker, providing various life, disability, long-term care, fixed annuity, and health insurance products. 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, using firm-approved tools and a collaborative annual planning process for its clients.

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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David C

Series 63, Series 66

Brentwood, TN

Mass Mutual Investors Services

David Capozzi is a financial advisor with Mass Mutual Investors Services in Brentwood, TN, holding Series 63 and Series 66 registrations and 21 years of industry experience. His prior work includes roles at MassMutual Life Insurance, PRUCO Securities, and AllState Financial Services. Outside of his advisory work, he is an enrolled agent providing CPA and tax preparation services and is a licensed notary public in Tennessee. 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 employs a structured planning process using firm-approved software and offers programs including divorce planning, estate settlement, and employer-sponsored planning.

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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