Shelton, CT Corporate Drive Office

Team
Updated today
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Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,108

Across 1,230 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 Corporate Drive

Shelton CT 06484

Advisors at this office

95

Advisors at this office

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Robert B

Series 63, Series 66

Shelton, CT

Mass Mutual Investors Services

Robert Brito is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at MML Investors Services, LLC since 2017 and was previously with MetLife Securities Inc. He also operates as an independent insurance agent, offering life, disability, long-term care, fixed annuities, 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 provides ongoing financial planning, asset management, and educational seminars, employing firm-approved software and collaborative annual planning processes.

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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Ryan O

CFP®, Series 63, Series 65

Shelton, CT

Mass Mutual Investors Services

Ryan Orvis is a CFP®-certified financial advisor with nine years of industry experience. He is currently with MassMutual Investors Services and MassMutual Life Insurance Company, where he has worked since 2022. Prior to this, he was affiliated with The Prudential Insurance Company of America and Pruco Securities, LLC for five years. Outside of his advisory role, he operated an independent insurance agency offering life, disability, long-term care, and property and casualty 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 provides financial planning, asset management, and educational seminars, focusing on collaborative planning engagements and a range of 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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Scott T

Series 63, Series 65

Shelton, CT

Mass Mutual Investors Services

Scott Torello is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Torello is a partner at MPL II LLC, providing consulting services exclusively for Blue Cross/Blue Shield in the self-insurance market. MassMutual 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, utilizing firm-approved tools to develop collaborative, annual planning relationships.

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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Corey D

Series 66

Shelton, CT

Mass Mutual Investors Services

Corey Donovan is a financial advisor with MassMutual Investors Services holding a Series 66 designation and beginning his industry experience in 2026. His prior background includes roles at MassMutual Life Insurance Company and Bryant University. Outside of his advisory work, he has experience related to Orange Hills Country Club. MassMutual Investors Services, LLC operates as 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. The firm emphasizes collaborative, annual planning relationships and offers specialized programs including Divorce Planning and employer-sponsored planning services.

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

Scott P

Series 63, Series 65

Shelton, CT

Mass Mutual Investors Services

Scott Panza is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at MassMutual Life Insurance Company and MassMutual Investors Services since 2017, and previously at MetLife Securities Inc from 2009 to 2017. Outside of advising, he is involved in insurance sales and is a principal of several investment-related entities used for joint investment 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 tools and offering 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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Jeremy M

Series 66

Shelton, CT

Mass Mutual Investors Services

Jeremy Mc Hale is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. He has worked at MassMutual Life Insurance Company and MassMutual/Team Ironwood in multiple roles since 2020. Prior to his finance career, he was employed at Sacred Heart University and Hamden High School. 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 provides comprehensive 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
user avatar

Sharon D

Series 63, Series 65

Shelton, CT

Mass Mutual Investors Services

Sharon Daly is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously spent 21 years at Metlife Securities Inc. Outside of her advisory role, she also works as an insurance agent specializing in life, health, fixed annuities, and long-term care products. 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 ongoing financial planning, asset management, and educational seminars, structuring client engagements as annual collaborative relationships that utilize advanced software tools to analyze 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

Nicholas Q

CFP®, Series 63, Series 65

Shelton, CT

Mass Mutual Investors Services

Nicholas Quagliani is a financial advisor with Mass Mutual Investors Services in Shelton, CT, holding a CFP® designation and Series 63 and 65 licenses. He has five years of experience at MassMutual Life Insurance Company and Mass Mutual Investors Services and previously spent five years working with Eli's Restaurant Group. Outside of his advisory role, he operates as an independent insurance agent selling life, fixed annuities, disability, and health insurance. 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, using technology-driven tools to support goal analysis and 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

Nicholas V

Series 66

Shelton, CT

Mass Mutual Investors Services

Nicholas Vamvakas is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at MassMutual Life Insurance Company and MassMutual Investors Services since 2017 and was previously with METLIFE Securities Inc from 2012 to 2017. In addition to his advisory role, he owns a consulting firm that provides software guidance for financial advisors and works as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm emphasizes annual collaborative financial planning engagements supported by firm-approved software and offers specialized services including divorce planning and estate-settlement assistance.

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

Nicholas W

Series 63, Series 65

Shelton, CT

Mass Mutual Investors Services

Nicholas Wells is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 credentials. He has been with the firm and its affiliated companies since 2026. His prior experience includes positions at Elite Income Advisors, Inc. and Allegis Group, as well as roles outside the financial industry. 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 a range of services including ongoing planning relationships, educational seminars, and specialized 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
user avatar

Norman L

Series 63, Series 65

Shelton, CT

Mass Mutual Investors Services

Norman Leslie is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with related firms including Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1993. Outside of his advisory role, he operates as an independent insurance agent offering a range of insurance products including dental, disability, annuities, life, and long-term care. 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 that focus on investment categories and strategies, alongside services such as 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
user avatar

Eric L

Series 63, Series 65

Shelton, CT

Mass Mutual Investors Services

Eric Lovas is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is also an insurance agent specializing in individual and group life and health insurance, fixed annuities, long-term care, and disability insurance. 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 supported by advanced software tools and offers a range of planning programs including estate-settlement and employer-sponsored options.

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

Ryan V

Series 66

Shelton, CT

Mass Mutual Investors Services

Ryan Verdi is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has recently begun his career in the financial industry, having prior experience at LogicSource and working with various country clubs. Outside of finance, he is involved with 3 Strong Bros, an entrepreneurial venture he has been part of since 2020. 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 collaborative annual planning engagements using firm-approved software and provides specialized planning programs, including divorce and estate settlement services.

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

Ryan T

Series 63, Series 65

Shelton, CT

Mass Mutual Investors Services

Ryan Taylor is a financial advisor with Mass Mutual Investors Services and MassMutual Life Insurance Co, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Metlife from 2015 to 2017. In addition to his advisory role, Taylor acts as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, long-term care, and Medicare-related 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 provides ongoing financial planning and asset management through collaborative, annual engagements using firm-approved tools to analyze client goals, with implementation of recommendations offered separately.

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

Jennee B

CFP®, ChFC®, Series 66

Shelton, CT

Mass Mutual Investors Services

Jennee Blanco is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds the CFP® and ChFC® designations, and has worked at Mass Mutual Life Insurance Company and MML Investors Services since 2019, following prior roles at Barnum Benefit Advisors and Barnum Financial Group. Outside of her advisory role, she works as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance, and assists with life settlement cases. 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-based planning using firm-approved software and delivers written recommendations while clients maintain discretion over implementation.

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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