Covington, LA Terra Bella Blvd Office
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Mass Mutual Investors Services
Institution
Firm-wide stats for Mass Mutual Investors Services
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
Based on Mass Mutual Investors Services
Location
122 Terra Bella Blvd
Covington LA 70433
Advisors at this office
3
Advisors at this office
Cliff L
Series 63, Series 65
Covington, LA
Mass Mutual Investors Services
Cliff Lloyd is a financial advisor with MassMutual Investors Services in Covington, Louisiana, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously held positions at Metlife Securities from 2008 to 2017. Outside of his advisory role, he is also an independent insurance agent specializing in dental, group disability income, life insurance, and related products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven client relationships.
James T
Series 63, Series 66
Covington, LA
Mass Mutual Investors Services
James Thibaut II is a financial advisor with Mass Mutual Investors Services in Covington, LA, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and FSE Energy. Outside of his advisory role, he is involved in individual life and health insurance sales and owns a cryptocurrency mining business. Mass Mutual Investors Services 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 offers collaborative, annual financial planning relationships using firm-approved analytical tools and educational seminars.
Keith N
Series 66
Covington, LA
Mass Mutual Investors Services
Keith Naccari is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and over 11 years of experience at Sternberg, Naccari & White LLC. He has been with MassMutual Life Insurance Company and MML Investors Services LLC since 2025. MassMutual 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 uses collaborative annual planning processes supported by software tools and offers specialized programs including divorce planning and estate-settlement services.
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