Newtown Square, PA 2 Campus Blvd Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

8

Of 5,052 advisors across 1,216 offices

Location

2 Campus Blvd, Suite 101

Newtown Square PA 19073

Advisors at this office

8

Advisors at this office

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Vincent D

Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Vincent Durso is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has worked with MassMutual Life Insurance Company and MML Investors Services since 2018, and previously spent 13 years with J.S. Bradddock Agency. 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 offers collaborative, goal-oriented planning using firm-approved tools, with optional implementation through separate brokerage or insurance arrangements.

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 M

Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Robert Mcmaster is a financial advisor with MassMutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked with MassMutual Investors Services since 2017 and previously spent 15 years with MetLife Securities. In addition to his advisory role, he is involved in individual and group life and health insurance sales. MassMutual Investors Services, LLC 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 utilizes technology-driven planning tools and provides event-driven planning services such as 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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Anthony D

Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Anthony Degli Obizzi Jr. is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has six years of industry experience and previously worked at Lincoln Financial Distributors, Morgan Stanley, and JPMorgan Chase. He also holds an outside insurance sales position as a property and casualty broker. 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, asset management, and educational programs using firm-approved analytical tools and offers specialized services such as divorce planning and event-driven 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
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David M

Series 63

Newtown Square, PA

Mass Mutual Investors Services

David Monastra is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA. He holds a Series 63 designation and has 36 years of industry experience. Prior to his current role, he spent 29 years with Metlife Securities Inc. He is also a notary public. 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, estates, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytic tools and offers specialized programs including divorce planning and event-driven 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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Michael M

Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Michael Monastra Jr. is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at Mass Mutual Investors Services since 2017, MassMutual Life Insurance Company since 2016, and MetLife Securities from 2011 to 2017. He is also involved in individual life insurance sales through a separate business activity. Mass Mutual Investors Services is 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, utilizing firm-approved tools and structured, collaborative 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

Charlotte R

Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Charlotte Rice is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Lincoln Financial Distributors. Mass Mutual Investors Services 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, using firm-approved software to analyze client goals and deliver 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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Michael M

ChFC®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

Michael Monastra is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes over three decades at Metlife Securities Inc. and a concurrent role at MassMutual Life Insurance Company. He is also involved in individual life, property/casualty, health, and group insurance sales outside of his advisory work. 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 financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative processes using firm-approved tools to analyze 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
user avatar

Vincent D

Series 63

Newtown Square, PA

Mass Mutual Investors Services

Vincent Durso is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 43 years of industry experience. He previously worked at Metlife Securities Inc. for 45 years and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is also a licensed insurance agent involved in individual life, property/casualty, health, and group insurance sales. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses collaborative, software-supported planning tools and offers event-driven planning programs such as 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
View complete list of advisors at this office
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