Mt Pleasant, SC Office

Jarad Plummer is a financial advisor with Mass Mutual Investors Services in Mount Pleasant, SC, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked with Mass Mutual and its affiliates since 2010 and previously operated the J Plummer Financial Group. Outside of advising, he is involved in life and health insurance sales through Lenox Advisors. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements and provides specialized programs such as divorce planning and estate-settlement services.

Ronald Warden is a financial advisor with Mass Mutual Investors Services in Mt Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with MassMutual Life Insurance Co and Mass Mutual Investors Services since 1996. Outside of his advisory role, Warden is involved in real estate sales and appraisals and operates a benefits group specializing in life, health insurance, and retirement plan communications. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing 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 analysis tools and structures its services to focus on investment strategy recommendations rather than specific product selections.

Gabriel Gould is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 21 years of industry experience, including roles at Northwestern Mutual, Carolina Capital Management, and New York Life. In addition to his advisory work, he maintains an outside insurance broker position specializing in life, disability, long-term care, fixed annuities, and health insurance. 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, and charitable organizations. The firm emphasizes ongoing, collaborative planning engagements using firm-approved analytical tools and offers event-driven planning programs such as divorce and estate settlement.

Beth Bohara is a financial advisor with Mass Mutual Investors Services in Mt. Pleasant, South Carolina, holding Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include positions at Northwestern Mutual and the Medical University of South Carolina. She also maintains an active role as an insurance broker, focusing on life, disability, long-term care insurance, and fixed annuities. 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 and asset management services, utilizing firm-approved software and collaborative, annual planning relationships.

Jennifer Phillips is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at Northwestern Mutual in various roles from 2018 to 2025. Outside of her advisory work, she is the CEO and owner of a business coaching and consulting firm, Echo Haus LLC, where she advises business owners on decision-making and success. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning through structured, collaborative engagements and a range of investment and educational programs.