Needham, MA 140 Kendrick Street Suite C310 Office

James Wolfson is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 63 credentials and bringing 43 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with MassMutual Life Insurance Company since 2016, with prior experience at Metlife Securities Inc. He is also an insurance agent specializing in individual life, health, and group health products. 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 annual, collaborative financial planning engagements using firm-approved software and offers a range of specialized planning programs.

Raymond Pedrick is a CFP® with 10 years of industry experience currently advising at Mass Mutual Investors Services. He has worked at MML Investors Services, LLC since 2017 and has prior experience at MetLife Securities Inc. In addition to his advisory role, Pedrick is an insurance broker specializing in health products. 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, delivering collaborative, annual financial planning engagements using accredited software tools.

James Griglun is a CFP® professional affiliated with Mass Mutual Investors Services in Needham, MA, with nine years of experience in the financial industry. His career includes a decade at Kaplan Financial Services and ongoing roles at Massachusetts Mutual Life Insurance Company and MML Investors Services, LLC since 2017. He is also a Wealth Advisor with SFP Wealth LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, and charitable organizations. The firm employs firm-approved software tools and structured planning engagements to provide recommendations across various investment categories.

John Brady Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has nine years of industry experience, including fourteen years at Park Avenue Securities, LLC, and Guardian Life Insurance Co. Outside of his advisory role, he coaches youth basketball and baseball. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual planning relationships using firm-approved software tools and offers specialized planning programs, including recent additions such as standalone Divorce Planning.

Robert Berman is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2017, previously serving at MetLife Securities. Berman is also involved in outside insurance activities, including disability, fixed annuities, health, and life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and offers event-driven planning services such as divorce and estate-settlement planning.

Sophie Barrow is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding a Series 66 designation and two years of industry experience. She previously worked at Commonwealth Financial Network/Boston Wealth Strategies for six years. Mass Mutual Investors Services is 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 provides annual, collaborative planning engagements using firm-approved software and offers event-driven planning services such as divorce and estate settlement planning.

Christopher Riffle is a CFP® professional with 22 years of experience in the financial services industry. He is currently with MassMutual Investors Services and has been with the MassMutual family of companies since 2016, including prior experience at Metlife Securities Inc. since 2015. MassMutual Investors Services 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 collaborative, annual financial planning relationships and provides a range of programs including educational seminars and event-driven planning services.

Emily Simcoke is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. Her prior experience includes roles at Metlife Securities Inc. and RWA Wealth Partners. She is also affiliated with SFP Wealth LLC as a wealth advisor. 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, and charitable organizations. The firm uses collaborative annual planning engagements and firm-approved analytical tools to develop written recommendations tailored to client goals.

Mark Uzzell is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 17 years of industry experience. His career includes roles at MassMutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, Metlife Securities Inc. from 2015 to 2017, and New England Securities from 2009 to 2017. In addition to his advisory work, he is an insurance agent involved in individual and group life and health insurance. 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, wrap and money-manager programs, and educational seminars, using firm-approved tools to develop and deliver written recommendations within annual, collaborative planning engagements.

John Christo is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds a Series 63 designation and has been with Mass Mutual Investors Services since 2017, following a lengthy tenure at Metlife Securities Inc. from 1991 to 2017. He is also associated with Mass Mutual Life Insurance Company since 2016. 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, wrap and money-manager programs, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

George Grant Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and bringing 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. from 2015 to 2017. Outside of advisory services, he is involved in insurance sales focusing on life, disability, property and casualty, and life settlements, and he owns an LLC used for tax purposes. MassMutual Investors Services 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, asset management, and educational seminars, using firm-approved software to deliver written recommendations through annual collaborative relationships.

Kira Robinson Kates is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 63 and Series 65 credentials and 16 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has previously been affiliated with MASSMUTUAL Life Insurance Company, Baystate Wealth Management, and MSI Financial Services. In addition to her advisory role, she is an independent insurance agent specializing in disability and life insurance. Mass Mutual 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 employs collaborative, software-assisted planning tools and offers a range of investment and educational programs.

Timothy Over is a financial advisor with Mass Mutual Investors Services in Needham, MA, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Massachusetts Mutual Life Insurance Company, INTE Securities LLC, and Eolas Capital LLC. Mass Mutual Investors Services is 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 collaborative, annual financial planning engagements using firm-approved analytical tools and provides specialized planning programs, including recently added offerings like Divorce Planning.

Steven Johnian Jr. is a financial advisor at MassMutual Investors Services with seven years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network and MassMutual Life Insurance Company. MassMutual 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 offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Maribeth Scott is a financial advisor with MassMutual Investors Services in Needham, MA, holding a Series 63 designation and bringing 30 years of industry experience. She has worked with MassMutual Investors Services since 2017 and with MassMutual Life Insurance Company since 2016. Outside of her advisory role, she has been a ski instructor since 1991. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved software and also conducts educational seminars.