Cape Coral, FL Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

3

Of 5,064 advisors across 1,220 offices

Location

Cape Coral FL

Advisors at this office

3

Advisors at this office

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Rhonda G

CFP®, ChFC®, Series 63

Cape Coral, FL

Mass Mutual Investors Services

Rhonda Growney is a financial advisor with Mass Mutual Investors Services in Cape Coral, FL, holding CFP® and ChFC® designations and over 36 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and was previously with MassMutual Life Insurance Company starting in 2016. Outside of advisory work, she is involved in property and casualty insurance sales and customer service. 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 offers comprehensive financial planning, asset management, and educational seminars, with a collaborative approach using firm-approved software to analyze goals and provide 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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Michael L

CFP®, ChFC®, Series 66

Cape Coral, FL

Mass Mutual Investors Services

Michael Lynch is a CFP®, ChFC®, and Series 66 licensed financial advisor with 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and held positions at MassMutual Life Insurance Company and Metlife Securities Inc. prior to that. Outside of his advisory role, Lynch is involved in editorial consulting, is an author of finance-related books and videos, and participates in practice management speaking and consulting engagements. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes detailed client information and firm-approved software to develop written financial recommendations, offering a range of programs including 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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Sheri D

Series 63, Series 65

Cape Coral, FL

Mass Mutual Investors Services

Sheri Delisle is a financial advisor with Mass Mutual Investors Services in Cape Coral, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her prior roles include positions at Milford Federal Savings, Infinex Investments, and Santander Securities LLC. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers tailored planning using firm-approved analytical tools and delivers recommendations in collaborative annual engagements.

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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