Memphis, TN Shady Grove Rd S Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

40

Of 5,064 advisors across 1,220 offices

Location

949 Shady Grove Rd S, Ste 300

Memphis TN 38120

Advisors at this office

40

Advisors at this office

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Gary F

Series 63

Memphis, TN

Mass Mutual Investors Services

Gary Frazier is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 48 years of industry experience and has been with Mass Mutual Investors Services since 2017. Prior to this, he worked at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Frazier is also an independent insurance agent and the owner of Frazier Advisory LP. 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, wrap and money-manager programs, 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
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Benton G

Series 66

Memphis, TN

Mass Mutual Investors Services

Benton Garrison is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked with MassMutual Life Insurance Company since 2020. His prior roles include positions in both education and service industries. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analysis tools.

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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Tyler H

Series 65, Series 63

Memphis, TN

Mass Mutual Investors Services

Tyler Hendrix is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses. He has been with MassMutual Life Insurance Company and MML Investors Services, LLC since 2026. Prior to this, he worked at Ameriprise and Fairley Wealth Management Group. MML 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 provides financial planning, asset management, and educational seminars, structuring client relationships as annual, collaborative engagements 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
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Frederick S

Series 63

Memphis, TN

Mass Mutual Investors Services

Frederick Schaeffer Jr. is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding a Series 63 designation and 31 years of industry experience. His prior roles include positions at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also engaged in individual life, health, and group insurance sales. Mass Mutual 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 provides comprehensive financial planning, asset management, and educational seminars, using firm-approved analytical tools to develop collaborative, goal-oriented recommendations.

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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Daniel V

CFP®, Series 63, Series 66

Memphis, TN

Mass Mutual Investors Services

Daniel Vandersteeg is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds the CFP® designation and has 11 years of industry experience, previously working at MetLife Securities, Inc. and MassMutual Life Insurance Co. He also operates as an agent in individual and group life and health 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 offers financial planning, asset management, and educational seminars, using firm-approved tools to provide 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
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Scott T

CFP®, Series 63

Memphis, TN

Mass Mutual Investors Services

Scott Trammell is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. Prior to this, he worked at MetLife Securities, Inc. from 2015 to 2017 and has been associated with MassMutual Life Insurance Co since 2016. He is also involved in the life settlements marketplace as an executive vice president and serves as a trustee overseeing trust and endowment funds for a local church. Mass Mutual 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 and provides event-driven planning services 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
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Kyle K

Series 66

Memphis, TN

Mass Mutual Investors Services

Kyle Krebs is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding a Series 66 designation and five years of industry experience. Before joining Mass Mutual in 2020, he worked with the Memphis Grizzlies and Memphis Redbirds. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations focused on investment categories and strategies.

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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Kendall H

Series 66

Memphis, TN

Mass Mutual Investors Services

Kendall Hill is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has worked with MassMutual/Strategic Financial Planners and MML Investors Services since 2023. His prior experience includes roles at SkyFrequency, Inc., Hotel Chester, and various educational institutions. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, and charitable organizations through structured, collaborative relationships.

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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Mitchell D

Series 66

Memphis, TN

Mass Mutual Investors Services

Mitchell Dean is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual in 2022, he worked at Pfizer, Inc. for 11 years. 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 financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide 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
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Ronnie K

Series 63, Series 65

Memphis, TN

Mass Mutual Investors Services

Ronnie King is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, with prior experience at Massachusetts Mutual Life Insurance Company and MetLife Securities. Outside of his advisory role, he is also an insurance agent involved in non-variable insurance sales. 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 provides ongoing financial planning using firm-approved tools and offers asset management, wrap and money-manager programs, 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
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Drake H

Series 66

Memphis, TN

Mass Mutual Investors Services

Drake Harris is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, including roles at MassMutual Life Insurance Co and IMC Companies. Prior to his financial services career, he spent four years at Mississippi State University and eight years at Mount Paran Christian. Mass Mutual Investors Services operates as 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 to deliver written recommendations in a collaborative, annual 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
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Robert B

Series 63, Series 65

Memphis, TN

Mass Mutual Investors Services

Robert Buckley is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company prior to his current role since 2017. Outside of his advisory work, he is also an active musician in Memphis. 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 financial planning, asset management, and educational seminars using firm-approved software and structured 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
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Maria P

Series 66

Memphis, TN

Mass Mutual Investors Services

Maria Popa is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities from 2011 to 2017. In addition to her advisory role, she acts as an agent specializing in individual health, group life/health, and fixed annuities. 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 financial planning engagements and offers specialized services such as estate-settlement and employer-sponsored 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

Jeffrey S

Series 66

Memphis, TN

Mass Mutual Investors Services

Jeffrey Smithey is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds the Series 66 designation and has two years of industry experience. Prior to joining Mass Mutual, he worked in general contracting and held various roles connected to South Dakota State University. 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 emphasizes collaborative financial planning using firm-approved software and offers a range of programs including educational seminars and 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

Howard W

Series 66

Memphis, TN

Mass Mutual Investors Services

Howard West is a financial advisor at Mass Mutual Investors Services with a Series 66 designation. He has recently entered the industry, beginning his advisory role in 2025. Prior to his current position, his background includes roles in education and hospitality, including work with Mississippi State University and Sandestin Beach and Golf Resort. 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, employing firm-approved tools to provide collaborative, goal-oriented recommendations.

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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