Southborough, MA Office

Team
Updated today
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Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,118

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

134 Turnpike Rd, Suite 300

Southborough MA 01772

Advisors at this office

11

Advisors at this office

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Mark M

Series 63, Series 65

Southborough, MA

Mass Mutual Investors Services

Mark Mcmanus is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has 31 years of industry experience, including roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he is involved with RRiM, LLC, a software company that distributes retirement planning software. 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 firm-approved software to analyze client goals and deliver 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

Gary T

Series 63

Southborough, MA

Mass Mutual Investors Services

Gary Thibeault is a financial advisor with Mass Mutual Investors Services holding a Series 63 designation and 26 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with METLIFE Securities Inc for 17 years. Outside of his advisory role, he is an independent insurance agent selling life settlement products through Ashar Group LLC. Mass Mutual Investors Services, LLC 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 tools to deliver collaborative, ongoing 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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Pouya J

Series 66

Southborough, MA

Mass Mutual Investors Services

Pouya Jalili is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked previously at MassMutual Life Insurance Co and the University of Alabama. 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 collaborative, annual financial planning engagements using firm-approved analytical tools, offering event-driven planning 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

Beau Y

Series 66

Southborough, MA

Mass Mutual Investors Services

Beau Yurkevicius is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has four years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and the U.S. Army Research Institute of Environmental Medicine. He is also an independent insurance agent involved with Commonwealth P&C and Baystate Financial Group Benefits, focusing on life, disability, long-term care insurance, and group benefits referrals to small business owners. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, emphasizing collaborative, annual financial planning relationships without investment discretion.

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

Andrew J

CFP®, ChFC®, Series 63, Series 65

Southborough, MA

Mass Mutual Investors Services

Andrew Joyce is a CFP® and ChFC® with 14 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities. Joyce serves as finance chair on the board of directors for Mechanics Hall, providing consultative oversight on financial matters. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented strategies.

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

Demetra M

Series 63, Series 65

Southborough, MA

Mass Mutual Investors Services

Demetra Moore is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Bank of America, Merrill, LPL Financial, and Central One Federal Credit Union. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes detailed client information and firm-approved analytical tools to deliver written financial recommendations in 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

John F

CFP®, Series 65, Series 63

Southborough, MA

Mass Mutual Investors Services

John Foley is a financial advisor with Mass Mutual Investors Services holding the CFP® designation and Series 65 and Series 63 licenses, with 10 years of industry experience. His prior roles include positions at Fidelity Investments, Strategic Advisers LLC, and NEIRG Wealth Management. 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 financial planning, asset management, and educational seminars, employing firm-approved software and 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

Michelle B

Series 63

Southborough, MA

Mass Mutual Investors Services

Michelle Beausejour is a financial advisor with Mass Mutual Investors Services in Southborough, MA, holding a Series 63 designation and 29 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and has prior experience at MetLife Securities Inc. and Metropolitan Life Insurance Company from 1999 to 2017. MassMutual Investors Services, LLC 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, utilizing firm-approved software and offering event-driven planning services such as divorce and estate 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

Christopher M

Series 63

Southborough, MA

Mass Mutual Investors Services

Christopher Meninno is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He has worked with Metlife Securities Inc. for 19 years and has held roles at MassMutual Life Insurance Co. since 2016. Meninno holds a Series 63 designation and also works as an insurance broker specializing in fixed annuities. 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, using firm-approved software and a collaborative planning process.

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 M

Series 63

Southborough, MA

Mass Mutual Investors Services

David Mingori is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds a Series 63 designation and has worked with Mass Mutual Investors Services since 2017, following prior roles at MassMutual Life Insurance Company and MetLife Securities Inc. Mingori is also an independent insurance agent specializing in life, accident, health, and long-term care insurance. Mass Mutual Investors Services, LLC 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 tools to support collaborative, goal-oriented 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

Margaret S

Series 63

Southborough, MA

Mass Mutual Investors Services

Margaret Simonds is a financial advisor with Mass Mutual Investors Services in Southborough, MA, holding a Series 63 license and 11 years of industry experience. Her prior roles include positions at Park Avenue Securities and Guardian Life. She is also active as a sales agent in individual and group life, health, disability income, and long-term care insurance. 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. The firm offers ongoing, collaborative planning engagements that use firm-approved tools 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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