East Providence, RI Wampanoag Trail Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$111,930,528,956
ClientsTotal clients
448,837
AdvisorsAdvisors at this office
13
Of 5,064 advisors across 1,219 offices
Location
501 Wampanoag Trail, Suite 200
East Providence RI 02915
Advisors at this office
13
Advisors at this office
Jeffrey A
ChFC®, Series 63
East Providence, RI
Mass Mutual Investors Services
Jeffrey Allison is a financial advisor with MassMutual Investors Services in East Providence, RI. He holds the ChFC® designation and a Series 63 license, with 40 years of industry experience. His prior work includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. 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, employing firm-approved tools to analyze client goals and deliver written recommendations.
Nikolaos M
Series 66
East Providence, RI
Mass Mutual Investors Services
Nikolaos Manousos is a financial advisor with Mass Mutual Investors Services in East Providence, RI, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at MassMutual Life Insurance Co and Allegretti & Associates. Outside of finance, he coaches youth hockey goalies for the Providence Capitals Youth Hockey Organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative planning engagements supported by firm-approved software and educational seminars.
Caleb N
Series 63, Series 65
East Providence, RI
Mass Mutual Investors Services
Caleb Neves is a financial advisor with Mass Mutual Investors Services in East Providence, RI, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities, Inc. and MassMutual Life Insurance Company. Neves serves as an organizer for Stepping Up, a nonprofit charity managed by his wife, contributing on a volunteer basis. MassMutual Investors Services is 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 programs, and educational seminars, with a focus on collaborative, annual planning engagements.
Jonathan M
Series 63, Series 65
East Providence, RI
Mass Mutual Investors Services
Jonathan Matrullo is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 designations and has 18 years of industry experience. He has worked at MassMutual since 2017 and was previously with Metlife Securities from 2015 to 2017. Outside of his advisory role, he is involved in insurance brokerage specializing in individual and group life and health insurance, as well as life 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 comprehensive financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-focused planning.
Michael Y
Series 65, Series 63
East Providence, RI
Mass Mutual Investors Services
Michael Yoffee is a financial advisor with MassMutual Investors Services, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. His prior roles include positions at Principal Financial Services and MassMutual Life Insurance Company. Outside of his advisory work, he serves as president of Professionals With Purpose, a charity-focused business networking group. 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, structuring planning engagements as collaborative, annual relationships focused on client goals and investment strategy recommendations.
Conor D
Series 66
East Providence, RI
Mass Mutual Investors Services
Conor Driscoll is a financial advisor at MassMutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services, LLC. Outside of finance, Driscoll has experience in the food service and fitness industries, including roles at Red Parrot Restaurant and Smithfield Fitness. 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 using firm-approved analytical tools and structured annual planning engagements.
Nelson R
Series 63, Series 66
East Providence, RI
Mass Mutual Investors Services
Nelson Ribeiro is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 designations. He has 22 years of industry experience, including roles at Mass Mutual Life Insurance Company and METLIFE Securities Inc. Outside of his advisory work, he is a partner in Neri Financial, an LLC used for managing expenses. Mass Mutual Investors Services, LLC 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 emphasizes collaborative, annual financial planning relationships and provides educational seminars along with several investment program options.
Elaine C
Series 63, Series 65
East Providence, RI
Mass Mutual Investors Services
Elaine Carvelli is a financial advisor at MassMutual Investors Services with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at MassMutual Investors Services since 2017. Outside of her advisory role, she is involved in wellness device distribution and medical referrals. 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, using firm-approved software to provide goal-based recommendations.
Michael G
ChFC®, Series 63
East Providence, RI
Mass Mutual Investors Services
Michael Genetti is a ChFC® with 48 years of industry experience, currently serving at Mass Mutual Investors Services. He has been with Mass Mutual Investors Services since 2017 and has affiliations with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Additionally, he has operated as an independent insurance agent specializing in disability insurance since 1975. 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 offers annual, collaborative financial planning engagements utilizing firm-approved software and also provides specialized planning programs including divorce, estate settlement, and employer-sponsored planning.
Raymond C
Series 63, Series 65
East Providence, RI
Mass Mutual Investors Services
Raymond Creamer is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His career includes roles at MassMutual Life Insurance Company since 2016 and Metlife Securities Inc. from 2015 to 2017. In addition to his advisory work, he conducts research for an estate planning attorney on client assets. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, focusing on investment categories and strategies rather than specific product selections.
Bryan B
Series 63, Series 65
East Providence, RI
Mass Mutual Investors Services
Bryan Becotte is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, with prior experience at Metlife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is involved in insurance sales, focusing on individual and group life and health insurance. 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, along with event-driven planning programs and educational seminars.
Randall S
Series 66
East Providence, RI
Mass Mutual Investors Services
Randall Scholl is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Citizens Securities, Royal Alliance Associates, SII, and LPL Financial. He serves as a trustee for family estate trusts. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of services including wrap and money-manager programs as well as educational seminars.
Thomas C
Series 66
East Providence, RI
Mass Mutual Investors Services
Thomas Case is a financial advisor with Mass Mutual Investors Services in East Providence, RI, holding a Series 66 license and five years of industry experience. He previously worked at Merrill Lynch and served in the Massachusetts Air National Guard. Outside of advising, he is also an insurance agent specializing in life, disability, long-term care, and fixed annuities. Mass Mutual 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 offers comprehensive financial planning, asset management, and educational seminars, employing firm-approved software and structured planning processes to deliver recommendations tailored to client goals.
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