South Williamsport, PA Office

Team
Updated today
Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,092

Across 1,227 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

811 South Market St

South Williamsport PA 17702

Advisors at this office

5

Advisors at this office

user avatar

Michael H

Series 63, Series 66

South Williamsport, PA

Mass Mutual Investors Services

Michael Hickey is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 14 years of industry experience. His prior roles include positions at LPL Financial, Citizens and Northern Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, and Santander Securities LLC. Outside of his advisory work, he serves as an insurance agent for Wienken Wealth Management, focusing on fixed annuities. 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, wrap and money-manager programs, and educational seminars.

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

Samuel L

Series 66

South Williamsport, PA

Mass Mutual Investors Services

Samuel Lush is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial, Cetera, and Citizens & Northern Bank. Outside of advising, he serves on several nonprofit boards, including the Cole Foundation and Susquehanna Health Foundation, and is president of the West Hill Cemetery Association. 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, and charitable organizations. The firm uses collaborative, annual planning engagements supported by software analysis tools and offers specialized programs such as divorce planning and employer-sponsored 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

Stephen P

Series 66

South Williamsport, PA

Mass Mutual Investors Services

Stephen Pavlov is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has experience in education, having worked with the Lewisburg Area School District since 2022, and has past experience in real estate and the food service industry. Mass Mutual 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, and charitable organizations. The firm provides collaborative, annual planning engagements using firm-approved software and offers specialized services including divorce planning and 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
user avatar

Ryan E

Series 66

South Williamsport, PA

Mass Mutual Investors Services

Ryan Eck is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Cetera Investment Services. Outside of finance, he was involved in a family coal business for over a decade. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational programs, emphasizing collaborative annual planning engagements and offering specialized 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
user avatar

David C

Series 66

South Williamsport, PA

Mass Mutual Investors Services

David Craig is a financial advisor with Mass Mutual Investors Services who holds a Series 66 credential and has seven years of industry experience. He has worked with MassMutual since 2017 and joined Mass Mutual Investors Services in 2019. Outside of his advisory role, he is also licensed as an individual disability insurance agent. Mass Mutual Investors Services 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 focuses on collaborative, goal-oriented planning using firm-approved analytical tools and offers specialized programs including estate-settlement and employer-sponsored 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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