Macon, GA Bowman Park Office

Team
Updated today
Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,092

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

2050 Bowman Park

Macon GA 31210

Advisors at this office

5

Advisors at this office

user avatar

Joshua I

Series 63, Series 65

Macon, GA

Mass Mutual Investors Services

Joshua Ivey is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services since 2018. Outside of his financial advisory work, he owns and teaches piano lessons through his business, J Ivey Music, which he has operated since 2010. He is also involved as an investor and account manager in a beverage company and as co-owner and administrator of a branding and marketing firm. Mass Mutual 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 uses firm-approved software tools to analyze client goals and delivers written recommendations through ongoing, collaborative 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

Tyler V

CFP®, Series 63, Series 65

Macon, GA

Mass Mutual Investors Services

Tyler Ver Steeg is a CFP® professional with 14 years of industry experience, currently affiliated with Mass Mutual Investors Services in Macon, GA. He has held roles at MassMutual and Northwestern Mutual wealth management and investment divisions since 2011. Ver Steeg is a partner in multiple LLCs related to business operations and revenue sharing with fellow advisors. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars through structured, ongoing financial 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

Andrew W

ChFC®, Series 63, Series 65

Macon, GA

Mass Mutual Investors Services

Andrew Watson Jr. is a financial advisor with Mass Mutual Investors Services in Macon, GA, holding the ChFC® designation and Series 63 and 65 licenses. He has 48 years of industry experience, including over four decades with Mass Mutual and 25 years running his own practice, Andy Watson Jr. & Associates. Outside of his advisory work, he operates as an independent insurance agent and provides consulting services. Mass Mutual Investors Services, LLC, 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 planning engagements using firm-approved analytical tools and offers a variety of event-driven planning 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

Katharine C

ChFC®, Series 63, Series 65

Macon, GA

Mass Mutual Investors Services

Katharine Clark is a financial advisor with Mass Mutual Investors Services in Macon, GA, holding the ChFC® designation and Series 63 and Series 65 licenses. She has 41 years of industry experience, including a decade at Cambridge Investment Research Advisors. Outside of financial advising, she serves as secretary of the board for an engineering firm. Mass Mutual 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 structures financial planning as annual, collaborative engagements using firm-approved software and offers event-driven planning programs such as divorce 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

Christopher W

Series 63, Series 65

Macon, GA

Mass Mutual Investors Services

Christopher Wieters is a financial advisor with Mass Mutual Investors Services in Macon, GA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2010. Outside his advisory role, he serves as a board member on a local economic development authority and is involved in management consulting focused on employment and technological solutions. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports ongoing education and specialized planning services.

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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