Pittsburgh, PA Ppg Place Office

Team
Updated today
Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,108

Across 1,229 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that operates as a subsidiary of MassMutual. It provides ongoing financial planning to individuals (including high‑net‑worth clients), business owners, trusts, estates, charitable organizations, and employers, and also offers asset management, wrap and money‑manager programs and educational seminars.

Financial planning engagements are structured as annual, collaborative relationships in which advisers collect detailed client information, use firm‑approved software (including Monte Carlo simulations and automated asset‑allocation tools) to analyze goals, and deliver written recommendations; advisers generally recommend investment categories and strategies rather than making specific product selections and do not have investment discretion as part of the planning engagement. Implementation of recommendations is optional and requires separate brokerage or insurance arrangements, and advisers may receive additional compensation in their capacities as registered representatives or insurance agents when clients choose to implement recommendations.

Noteworthy features in the brochure include the recent addition of a standalone Divorce Planning offering (announced March 2026) and explicit descriptions of estate‑settlement and employer‑sponsored planning programs, which present event‑driven planning services in a defined way. The firm also discloses an extensive history of regulatory and enforcement actions (including SEC and state orders and associated remediation) and details about affiliated‑product distribution and sales‑support compensation arrangements that can create potential conflicts of interest for clients to consider.

Based on Mass Mutual Investors Services

Expertise

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Based on Mass Mutual Investors Services

Occupation focus

Founder/Business Owner Attorney Executive

Based on Mass Mutual Investors Services

Demographic focus

Married/Couples/Partners Divorced

Based on Mass Mutual Investors Services

Location

6 Ppg Place, Suite 600

Pittsburgh PA 15222-5406

Advisors at this office

18

Advisors at this office

user avatar

Jeffrey R

Series 63, Series 65

Pittsburgh, PA

Mass Mutual Investors Services

Jeffrey Reimer is a financial advisor with Mass Mutual Investors Services and MassMutual Life Insurance Company, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He worked at MetLife Securities Inc. for ten years prior to joining his current firm in 2017. Outside of his advisory role, he is an independent insurance agent specializing in fixed annuities and life/accident/health insurance and serves as a seat attendant for the Pittsburgh Steelers’ Heinz Field. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships that use 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
user avatar

Allen W

Series 66

Pittsburgh, PA

Mass Mutual Investors Services

Allen Williams Jr. is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding a Series 66 license and two years of industry experience. Prior to joining the firm, he spent eight years at S.E. Schultz Electric, Inc. Outside of his advisory role, he works as an assistant varsity wrestling coach for Chartiers Houston School District. 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.

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

Parker H

Series 63, Series 65

Pittsburgh, PA

Mass Mutual Investors Services

Parker Higham is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials. He has held positions at MML Investors Services, MassMutual Life Insurance Company, and ONE Federal Credit Union. His prior work experience includes roles at West Virginia University and Meadville Area Senior High. 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, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning approaches to develop goals-based strategies for clients.

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

Roman M

Series 63, Series 66

Pittsburgh, PA

Mass Mutual Investors Services

Roman Matusz is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2004 and had prior experience at MSI Financial Services, Inc. and Mony Securities Corporation. In addition to his advisory role, he is a licensed life and health insurance agent. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning and investment solutions, including educational seminars and event-driven 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

Bradley Z

Series 66

Pittsburgh, PA

Mass Mutual Investors Services

Bradley Zaffram is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and two years of industry experience. Prior to joining Mass Mutual Investors Services, he worked at Northwestern Mutual and has experience outside finance including roles at Supplemental Health Care and Great Lakes Transport. In addition to advising, he occasionally provides rides through Uber and rents vehicles via Turo. 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 offers financial planning, asset management, and educational seminars, using tools like Monte Carlo simulations and automated asset allocation to develop written recommendations for clients.

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

John T

CFP®, Series 63, Series 65

Pittsburgh, PA

Mass Mutual Investors Services

John Tosatto is a CFP® professional with 16 years of industry experience, currently serving at Mass Mutual Investors Services since 2019. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is also licensed as a life and disability insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual collaborative relationships 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
user avatar

Terrence M

Series 63, Series 65

Pittsburgh, PA

Mass Mutual Investors Services

Terrence Mcallister Jr. is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2010. Outside his advisory role, he owns and manages a landscaping and excavation business. MassMutual 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 ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual client relationships 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
user avatar

Vincent S

Series 63, Series 65

Pittsburgh, PA

Mass Mutual Investors Services

Vincent Schohn is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has five years of industry experience. His work history includes roles at PNC Investments LLC and Northwestern Mutual companies prior to joining MassMutual Life Insurance Company. 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, using technology-driven analysis to support collaborative, goal-focused client relationships.

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

Christopher M

Series 63, Series 65

Pittsburgh, PA

Mass Mutual Investors Services

Christopher Marziotto is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Prudential Annuities Distributors, Pruco Securities, and Crump Life Insurance Services. 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 offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized services such as divorce planning and employer-sponsored 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

Timothy C

Series 63, Series 65

Pittsburgh, PA

Mass Mutual Investors Services

Timothy Cummings is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. In addition to advisory work, he is involved in the sales and service of fixed life, annuity, accident, and health insurance products. 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 programs with a focus on collaborative, goal-based planning.

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

Daniel F

Series 63, Series 65

Pittsburgh, PA

Mass Mutual Investors Services

Daniel Foreman is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at MassMutual Life Insurance Co and Northwestern Mutual Investment Services, LLC. Prior to entering the financial services industry, he worked eight years at Digital Promise. MML 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 through collaborative, goal-based 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

William R

CFP®, Series 63, Series 66

Pittsburgh, PA

Mass Mutual Investors Services

William Ravotti is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding the CFP® designation and Series 63 and 66 licenses. He has 36 years of industry experience, including over three decades with Northwestern Mutual and eight years at Northwestern Mutual Wealth Management Company before joining Mass Mutual in 2020. He is also active as an agent involved in the sales and service of fixed life, annuity, accident, and health insurance 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 ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that utilize firm-approved analytical tools to develop 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
user avatar

David S

ChFC®, Series 63, Series 65

Pittsburgh, PA

Mass Mutual Investors Services

David Smarrelli is a financial advisor with MassMutual Investors Services in Pittsburgh, PA. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 23 years of industry experience. He has worked at MassMutual Investors Services and MassMutual Life Insurance Company since 2002, where he is also involved in life, property/casualty, health, and group insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using analytical tools such as Monte Carlo simulations and automated asset allocation in its 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

Carmella S

Series 63, Series 66

Pittsburgh, PA

Mass Mutual Investors Services

Carmella Stamm is a financial advisor with Mass Mutual Investors Services in Pittsburgh, PA, holding Series 63 and Series 66 certifications and eight years of industry experience. Her prior work includes roles at Lincoln Financial Securities Corporation and Ensphere College Planning Services. Outside of advising, she is also licensed as an insurance agent and broker specializing in life, disability, fixed annuities, and long-term care products, and serves as a partner managing payroll for an administrative business. 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 software tools to analyze client goals and provide collaborative, annual 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

Tyson S

CFP®, Series 63

Pittsburgh, PA

Mass Mutual Investors Services

Tyson Sears is a CFP® professional with six years of industry experience, currently serving at MassMutual Investors Services. He previously worked at Northwestern Mutual in various capacities over five years and has a background that includes roles in marketing and land management. Sears is also licensed as an insurance agent, focusing on life, disability, and fixed annuities. MassMutual 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 engagements using firm-approved analytical tools and offers event-driven planning programs such as estate settlement and divorce 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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)