Colchester, VT Mountain View Drive Office

Team
Updated today
Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,092

Across 1,227 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

302 Mountain View Drive, Suite 201

Colchester VT 05446

Advisors at this office

7

Advisors at this office

user avatar

Jason M

Series 63, Series 65

Colchester, VT

Mass Mutual Investors Services

Jason Mcfaul is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has worked at MassMutual Investors Services and MassMutual Life Insurance Company since 2019 and was previously with Equity Services, Inc. for 12 years. In addition to his advisory role, he is an insurance agent specializing in individual life insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, 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
user avatar

Brad M

Series 66

Colchester, VT

Mass Mutual Investors Services

Brad Martin is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities Inc. from 2015 to 2017. Martin serves as a board member on the Prudential Committee for the Colchester Water Department and Fire District No. 2. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational programs to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative planning engagements using firm-approved software and various investment strategies.

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

Gilles O

Series 63, Series 65

Colchester, VT

Mass Mutual Investors Services

Gilles Owen is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Empower Advisory Group, Prudential Insurance Company of America, and Sentinel Financial Services Company. He serves as Treasurer on the board of the Shaun Corbett Foundation, assisting with fundraising and organizational outreach. 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 ongoing, collaborative planning engagements supported by firm-approved analytical tools 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
user avatar

Roger W

Series 63, Series 65

Colchester, VT

Mass Mutual Investors Services

Roger Webster is a financial advisor with Mass Mutual Investors Services in Colchester, Vermont, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His career includes roles at Mass Mutual Life Insurance Company and MetLife Securities Inc. He is also active as an insurance agent, offering group disability, fixed annuities, and life 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, utilizing firm-approved tools to deliver written recommendations within collaborative, 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
user avatar

Shawn M

Series 63, Series 65

Colchester, VT

Mass Mutual Investors Services

Shawn Morin is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes roles at Metlife Securities, Inc. from 2014 to 2017, Massachusetts Mutual Life Insurance Company since 2016, and Mass Mutual Investors Services since 2017. 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 a range of programs including wrap and money-manager services, as well as 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
user avatar

Ross B

Series 66

Colchester, VT

Mass Mutual Investors Services

Ross Burke is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 10 years of industry experience. He previously operated Burke Capital Solutions, LLC for nine years before joining Mass Mutual and its affiliated firms in 2018. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, and charitable organizations. The firm offers collaborative, annual planning engagements and various event-driven planning programs, including estate 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
user avatar

Bryn R

Series 63, Series 65

Colchester, VT

Mass Mutual Investors Services

Bryn Rykr is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 10 years of industry experience, including roles at Mass Mutual Life Insurance Company and Metlife Securities. Rykr also works as an insurance broker focusing on fixed annuities. 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 ongoing financial planning and asset management, using firm-approved analytical tools to deliver written recommendations tailored to 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
View complete list of advisors at this office
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