Foley, AL N Alston St Office

Team
Updated today
Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,108

Across 1,229 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

500 N Alston St

Foley AL 36535

Advisors at this office

5

Advisors at this office

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Brett L

Series 63, Series 65, Series 66

Foley, AL

Mass Mutual Investors Services

Brett Laferrera is a financial advisor with Mass Mutual Investors Services, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. Outside of his advisory role, he owns and operates Crimson Capital Group, an insurance brokerage focused on property and casualty as well as specialized coverages such as aircraft 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, annual financial 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
user avatar

Christi K

Series 63, Series 66

Foley, AL

Mass Mutual Investors Services

Christi Koehle is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and has longstanding affiliations with Massachusetts Mutual Life Insurance Company and Metlife Securities, Inc. Outside of her advisory work, Koehle serves on the Planning Commission and Town Council for Perdido Beach, Alabama. MassMutual 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 employs a collaborative, annual planning approach using firm-approved analytical tools and provides event-driven planning programs including 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
user avatar

Jessica L

Series 63, Series 65

Foley, AL

Mass Mutual Investors Services

Jessica Laferrera is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has been with MassMutual Investors Services since 2017 and previously worked at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Laferrera also serves as co-trustee of the Dennis A Dahl and Carolyn Dahl Trust. MassMutual 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 emphasizes collaborative, annual planning engagements using firm-approved tools and offers specialized services such as divorce planning and estate settlement.

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

Megan C

Series 63, Series 66

Foley, AL

Mass Mutual Investors Services

Megan Conwell is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and nine years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance, Chubb/Combined Employee Benefits, New York Life, and Klatt Group Insurance Sales. In addition to her advisory work, she serves on the finance council for a church-related radio station and works as an insurance broker specializing in life, fixed life, annuities, long-term care, disability, group benefits, and property & casualty insurance. MassMutual Investors Services, LLC provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars with a structured, collaborative financial planning process.

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

Tera W

Series 63, Series 65

Foley, AL

Mass Mutual Investors Services

Tera Wiggins is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Her career includes roles at Mass Mutual Life Insurance and METLIFE Securities Inc. She also maintains an individual insurance brokerage focusing on life and health insurance products. 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, and charitable organizations, utilizing firm-approved software and a collaborative planning approach.

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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