Ft Lauderdale, FL Corporate Dr Office

Team
Updated today
Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,118

Across 1,227 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

1000 Corporate Dr, Suite 700, Radice Iii

Ft Lauderdale FL 33334-3637

Advisors at this office

40

Advisors at this office

user avatar

Christopher P

CFP®, ChFC®, Series 66

Ft Lauderdale, FL

Mass Mutual Investors Services

Christopher Price is a financial advisor with Mass Mutual Investors Services in Ft. Lauderdale, FL, holding the CFP®, ChFC®, and Series 66 designations. He has 16 years of industry experience, including prior roles at METLIFE Securities Inc and Edward Jones. Outside his advisory work, Price is the founder and president of Invest In Knowledge, a nonprofit providing educational workshops focused on financial literacy for underserved individuals. 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 ongoing financial planning, asset management, and educational seminars, with a focus on collaborative planning using 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
user avatar

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.

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

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.

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

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.

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

Julio B

Series 66

Ft Lauderdale, FL

Mass Mutual Investors Services

Julio Blanco is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He previously worked at MetLife Securities, Inc. for nine years before joining Massachusetts Mutual Life Insurance Company and its subsidiary MassMutual Investors Services. Outside of his advisory role, Blanco is active as an agent in life settlements and viaticals and serves as vice president of a family business without compensation. 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 a range of programs, including educational seminars and specialized planning services 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
user avatar

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.

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

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.

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

Ari B

Series 66

Ft Lauderdale, FL

Mass Mutual Investors Services

Ari Brooks is a financial advisor at MassMutual Investors Services with two years of industry experience. He holds a Series 66 designation and has held previous roles at MassMutual Life Insurance Co, Sweet Leaf Madison Capital, and the University of Denver. MassMutual 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 diverse programs including wrap and money-manager options along with educational seminars.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)