Goldsboro, NC 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
201 N. Spence Avenue, Suite 403
Goldsboro NC 27534
Advisors at this office
4
Advisors at this office
Lucas K
Series 66
Goldsboro, NC
Mass Mutual Investors Services
Lucas Krier is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and four years of industry experience. Prior to his financial career, he played football at Duke University from 2018 to 2021 and at North Carolina State University from 2014 to 2018. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2021. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to develop collaborative, goal-oriented plans.
Matthew S
Series 63, Series 65
Goldsboro, NC
Mass Mutual Investors Services
Matthew Schade is a financial advisor with Mass Mutual Investors Services, holding Series 63 and 65 designations and bringing 24 years of industry experience. His prior roles include positions at Hornor Townsend and Kent, Inc. and Penn Mutual Life Insurance Company. Outside of his advisory work, he serves as a board member for the Marlins of Raleigh swim team. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, and nonprofit organizations. The firm provides collaborative, annual financial planning engagements using firm-approved tools and also offers specialized programs such as estate settlement and employer-sponsored planning.
Domenica S
Series 63, Series 65
Goldsboro, NC
Mass Mutual Investors Services
Domenica Stuckey is a financial advisor with Mass Mutual Investors Services in Goldsboro, NC, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked at MML Investors Services Inc and MassMutual Financial Group since 2010. Outside of her advisory role, she owns a property and casualty insurance business. 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, with planning engagements structured as annual, collaborative relationships that emphasize analysis of client goals and recommendations for investment categories and strategies.
Raymond W
Series 63, Series 65
Goldsboro, NC
Mass Mutual Investors Services
Raymond Wickham III is a financial advisor with Mass Mutual Investors Services in Goldsboro, NC, holding the Series 63 and Series 65 designations and possessing 14 years of industry experience. His career includes previous roles at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. He is also the owner of Arbor P&C Insurance, a separate business focused on property and casualty insurance. Mass Mutual Investors Services operates as a broker-dealer and registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning relationships supported by firm-approved analytical tools and educational seminars.
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