Coral Gables, FL 2525 Ponce De Leon Blvd Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

10

Of 5,061 advisors across 1,224 offices

Location

2525 Ponce De Leon Blvd, Suite 500

Coral Gables FL 33134

Advisors at this office

10

Advisors at this office

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Luis H

Series 63, Series 66

Coral Gables, FL

Mass Mutual Investors Services

Luis Hernandez is a financial advisor with Mass Mutual Investors Services in Coral Gables, FL, holding Series 63 and Series 66 licenses and having 29 years of industry experience. He has been with MML Investors Services since 2007 and with Mass Mutual Life Insurance Company since 1998. Outside of his advisory role, Hernandez is involved in sports broadcasting and serves on several boards, including a nonprofit traffic school and a community impact foundation he founded. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and firm-approved tools to deliver collaborative financial planning, offering specific event-driven planning programs such as divorce and estate-settlement 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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Alicia F

Series 66

Coral Gables, FL

Mass Mutual Investors Services

Alicia Figueroa is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. She has 10 years of industry experience, including prior work at Citibank from 2013 to 2018. Outside of her advisory role, she acts as an insurance agent assisting clients with life, disability, long-term care, fixed annuities, and health insurance, and she also works with structured settlements. MassMutual 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, utilizing firm-approved software and collaborative, annual planning relationships.

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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Andrew R

Series 66

Coral Gables, FL

Mass Mutual Investors Services

Andrew Reese is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds the Series 66 designation and has worked at Mass Mutual Investors Services since 2019 and at MassMutual Life Insurance since 2014. Reese also served in the United States Marine Corps Forces Reserve from 2012 to 2017. Outside of his advisory role, he operates an insurance business focusing on individual life, disability income, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements and provides various 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
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Rafael R

Series 66

Coral Gables, FL

Mass Mutual Investors Services

Rafael Roca III is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has five years of industry experience, including prior roles at Equitable Advisors and Mass Mutual Life Insurance Company. Outside of advisory work, he is also licensed as an insurance agent, offering life, fixed annuities, disability, long-term care, health, and property and casualty 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 provides ongoing financial planning and asset management services 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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Nelson M

Series 66

Coral Gables, FL

Mass Mutual Investors Services

Nelson Mompierre is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and less than one year of industry experience. His background includes roles with the New York Mets, Tampa Bay Rays, and St. Thomas University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured annual planning relationships using firm-approved software and delivers recommendations without investment discretion.

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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Katelyn G

Series 66

Coral Gables, FL

Mass Mutual Investors Services

Katelyn Grass is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. She has been with MassMutual and its investment services division since 2025. Outside of finance, she manages a dance studio, Dance Unlimited, where she oversees payroll, bookkeeping, and event coordination. Mass Mutual Investors Services operates as 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, emphasizing collaborative, goal-based planning without discretionary investment 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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Cory C

Series 63, Series 65

Coral Gables, FL

Mass Mutual Investors Services

Cory Clair is a financial advisor with Mass Mutual Investors Services in Coral Gables, FL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with C Wealth Solutions since 2018 and with MML Investors Services LLC and MassMutual Life Insurance Company since 2013 and 2012, respectively. Outside of his advisory role, he serves as an insurance agent focusing on life, disability, long-term care, fixed annuities, and health products. 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, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also features educational seminars and specialized planning programs such as divorce and estate-settlement 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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Jason A

CFP®, ChFC®, Series 63

Coral Gables, FL

Mass Mutual Investors Services

Jason Auricchio is a CFP® and ChFC® with 18 years of industry experience, currently affiliated with MassMutual Investors Services in Coral Gables, FL. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2013. Outside of his advisory role, he is a partner in a sports management firm. MassMutual 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 collaborative, goal-oriented planning with 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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Jose B

ChFC®, Series 66

Coral Gables, FL

Mass Mutual Investors Services

Jose Behar is a financial advisor with MassMutual Investors Services, holding the ChFC® and Series 66 designations and bringing 24 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Co since 2012. Outside of his advisory role, he is an owner and managing member of Coral Gables Wealth Management, LLC. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver collaborative, goal-focused recommendations.

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

Alec Z

Series 65

Coral Gables, FL

Mass Mutual Investors Services

Alec Zager is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 65 designation and has worked at several firms including New Edge Wealth, Boston Private Wealth LLC, and SVB Wealth. Outside of his advisory role, he owns ADZ Company LLC, an entity used for pass-through compensation and business expenses. Mass Mutual Investors Services operates as 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 provides structured annual planning engagements using firm-approved analytical tools and offers various specialized planning programs.

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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