Naples, FL Vanderbilt Beach Road Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

4

Of 5,061 advisors across 1,224 offices

Location

999 Vanderbilt Beach Road, Suite 200

Naples FL 34108

Advisors at this office

4

Advisors at this office

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Barbara D

Series 63, Series 65, Series 66

Naples, FL

Mass Mutual Investors Services

Barbara Doyne is a financial advisor with MML Investors Services, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. She has previously worked at MassMutual Life Insurance Company, LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities, and First Command Advisory Services. Outside of advising, she serves as secretary on the board of Hudson Creek Canines. MML 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 emphasizes annual collaborative planning engagements using firm-approved analytical tools and offers services including educational seminars and specialized 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
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Steven K

ChFC®, Series 63

Naples, FL

Mass Mutual Investors Services

Steven Karlik is a ChFC® credentialed financial advisor with 39 years of industry experience, currently with Mass Mutual Investors Services since 2017. His prior experience includes roles at MassMutual Life Insurance Company and MetLife Securities Inc. He is involved in other business activities including life and health insurance sales and life settlements. 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 seminars, emphasizing collaborative and goal-oriented 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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Patrick T

Series 63, Series 65

Naples, FL

Mass Mutual Investors Services

Patrick Thuecks is a financial advisor with MassMutual Investors Services in Naples, FL, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been affiliated with MassMutual Life Insurance Company since 2014 and with MML Investors Services since 2013. Outside of his advisory role, Thuecks serves as president of Rescue Cats Rock Inc., a pet rescue organization. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using a structured, collaborative approach that includes tools such as Monte Carlo simulations and automated asset allocation.

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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James P

Series 63

Naples, FL

Mass Mutual Investors Services

James Parsons is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 26 years of industry experience. He previously worked at MetLife Securities for 18 years before joining MassMutual Life Insurance and MassMutual Investors Services. Outside of his advisory role, Parsons serves as an announcer for varsity football games at Aubrey Rogers High School. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships and provides a range of tools including Monte Carlo simulations and automated asset-allocation software.

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
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