Ft Lauderdale, FL Corporate Dr 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
40
Of 5,064 advisors across 1,220 offices
Location
1000 Corporate Dr, Suite 700, Radice Iii
Ft Lauderdale FL 33334-3637
Advisors at this office
40
Advisors at this office
Christopher P
CFP®, ChFC®, Series 66
Ft Lauderdale, FL
Mass Mutual Investors Services
Christopher Price is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 15 years of industry experience. He previously worked at METLIFE Securities Inc and has held various roles within Mass Mutual since 2016. Outside of advising, Price is the president and founder of Invest In Knowledge, a nonprofit offering educational workshops on budgeting, goal setting, and practical financial topics. Mass Mutual Investors Services, LLC is 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, with planning engagements focused on collaborative goal analysis and written recommendations.
Reed W
Series 63, Series 66
Ft Lauderdale, FL
Mass Mutual Investors Services
Reed Willett is a financial advisor with Mass Mutual Investors Services in Ft Lauderdale, FL, holding Series 63 and Series 66 licenses and 14 years of industry experience. His career includes roles at Massachusetts Mutual Life Insurance Company and related affiliates since 2016. 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 offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships focused on goal analysis and strategy recommendations.
Philip E
ChFC®, Series 63
Ft Lauderdale, FL
Mass Mutual Investors Services
Philip Engelmann is a ChFC® credentialed financial advisor with 35 years of industry experience, currently affiliated with Mass Mutual Investors Services since 2017. His prior experience includes roles at MassMutual Life Insurance Company and MetLife Securities Inc. He is also registered as an Independent Insurance Agent specializing in various types of insurance, though he has not been actively involved in this capacity in recent years. 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 and asset management services using firm-approved analytical tools and emphasizes collaborative, goal-based planning.
David V
Series 63, Series 65
Fort Lauderdale, FL
Mass Mutual Investors Services
David Valtierra is a financial advisor with Mass Mutual Investors Services in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with MML Investors Services LLC and Mass Mutual Life Insurance since 2007. Outside of his advisory work, he is president and host of a fishing, hunting, and outdoor television show distributed on retail DVDs through Polarized Back Bay Creations, LLC. 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 offers financial planning, asset management, and educational programs, using firm-approved software tools to develop written recommendations tailored to client goals.
Julio B
Series 66
Ft Lauderdale, FL
Mass Mutual Investors Services
Julio Blanco is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 17 years of industry experience. He previously worked at MetLife Securities, Inc. from 2008 to 2017 and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is involved as an agent in life settlements and viaticals and serves as vice president of a family business. 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 utilizes firm-approved software to analyze client goals and offers collaborative annual planning relationships without discretionary investment authority.
Michael S
Series 66
Ft Lauderdale, FL
Mass Mutual Investors Services
Michael Swinehart is a financial advisor with Mass Mutual Investors Services in Ft Lauderdale, FL, holding a Series 66 designation and 21 years of industry experience. He previously worked at Ameriprise Financial Services, LLC for 22 years prior to joining MassMutual Life Insurance Co and MML Investors Services, LLC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.
Patricia M
Series 66
Ft Lauderdale, FL
Mass Mutual Investors Services
Patricia Martinez is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. She holds the Series 66 designation and has been with MML Investors Services, LLC and Massachusetts Mutual Life Insurance Company since 2016. Outside of her advisory role, Martinez serves on the board of the Lighthouse of Broward, supporting people who are blind or visually impaired, participates as a Pole Worker for Palm Beach County elections, and is involved in community initiatives through the Coastal Wealth Community Impact Foundation. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, annual planning approach using firm-approved tools to analyze client goals and recommend investment strategies without discretionary authority.
Ari B
Series 66
Ft Lauderdale, FL
Mass Mutual Investors Services
Ari Brooks is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual Investors Services, he held roles at MassMutual Life Insurance Co and has worked with Expense To Profit INC and Sweet Leaf Madison Capital. Mass Mutual 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 financial planning, asset management, and educational seminars, providing collaborative, plan-focused services without discretionary investment authority.
David G
Series 66
Ft Lauderdale, FL
Mass Mutual Investors Services
David Greenberg is a financial advisor with Mass Mutual Investors Services and holds a Series 66 credential. He has 20 years of industry experience, including a 19-year tenure at MML Investors Services, Inc. and MassMutual Life Insurance Company. Greenberg serves as president of the board for Temple Emanuel in Miami Beach. MML Investors Services, LLC operates as 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, annual financial planning engagements using firm-approved analytical tools, with a range of specialized planning programs including employer-sponsored and estate-settlement services.
Quinn M
Series 66
Ft Lauderdale, FL
Mass Mutual Investors Services
Quinn Melim is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has no prior industry experience before joining MassMutual Life Insurance Company and MML Investors Services in 2025. His background includes various roles outside finance, such as work at STS Refill Technology, Bowlero, and educational institutions. 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 offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.
Hiram H
Series 66
Ft Lauderdale, FL
Mass Mutual Investors Services
Hiram Hernandez is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 15 years of industry experience, including prior roles at Metlife Securities and Massmutual Life Insurance Co. Outside of his advisory work, he is the owner of a consulting firm that provides advocacy and support services to individuals with special needs in Florida. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs a collaborative, goal-oriented planning process and provides various event-driven planning programs.
David L
ChFC®, Series 66
Ft Lauderdale, FL
Mass Mutual Investors Services
David Leali is a ChFC® and Series 66–registered financial advisor with 22 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2016. 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, using firm-approved software for goal analysis and delivering written recommendations through collaborative, annual planning engagements.
Laurie M
Series 63, Series 65, Series 66
Ft Lauderdale, FL
Mass Mutual Investors Services
Laurie Madenfort is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding Series 63, 65, and 66 licenses and possessing 36 years of industry experience. She has worked at MassMutual and its affiliated firms since 2016. In addition to her advisory role, she operates an outside insurance business focusing on disability, life, Medicare-supplemental, health, and long-term care insurance products. 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 ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning without discretionary investment authority.
Eileen C
CFP®, Series 63, Series 65
Ft Lauderdale, FL
Mass Mutual Investors Services
Eileen Cioe is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding CFP®, Series 63, and Series 65 designations. She has 39 years of industry experience, including roles at Metlife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of her advisory work, she is an insurance agent for disability, fixed annuities, life, accident, health, LTC, Medicare-related, and group insurance products. MassMutual 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, with a focus on collaborative, goal-based financial planning using firm-approved analytical tools.
Kristi G
Series 63, Series 65
Ft Lauderdale, FL
Mass Mutual Investors Services
Kristi Gomez is a financial advisor with Mass Mutual Investors Services in Ft Lauderdale, FL, holding Series 63 and Series 65 credentials and with 10 years of industry experience. She has been with Mass Mutual Investors Services since 2015 and Massachusetts Mutual Life Insurance Company since 2013. Outside of advising, Ms. Gomez is the owner and founder of Miami Pollinators, an environmental nonprofit focused on fundraising and project organization. Mass Mutual Investors Services, a subsidiary of MassMutual, 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 utilizing proprietary software and delivers written recommendations, while clients retain discretion over implementation.
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