Virginia Beach, VA First Colonial Road Office

Team
Updated today
Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,072

Across 1,226 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

919 First Colonial Road, Suite C

Virginia Beach VA 23454

Advisors at this office

6

Advisors at this office

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Kevin P

Series 63, Series 65, Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Kevin Paasch is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Financial Group since 2005. Outside of his advisory role, he is involved in life and health insurance sales through Choice Insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing 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 analytical tools and supports clients with educational seminars and a range of investment 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

Lucas R

Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Lucas Robertson is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He previously worked at Edward Jones for six years and served in the United States Navy for 20 years. Outside of financial advising, Robertson owns and manages several aviation-related businesses, including an aviation services company where he teaches flying and provides consulting. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational programs with an emphasis 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

Graham M

Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Graham Miller is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding a Series 66 designation and five years of industry experience. His prior work includes five years at Towne Bank before joining MassMutual and its affiliated MML Investors Services in 2021. Outside of advising, he owns and manages GCM Enterprise LLC, a bookkeeping 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 programs with a structured approach 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

Cameron M

Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Cameron Miller is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA. He holds a Series 66 designation and has 14 years of industry experience. Since 2013, he has been associated with Mass Mutual Investors Services and Massachusetts Life Insurance Co. Outside of his advisory role, he serves as a consultant managing bookkeeping operations for GCM Enterprise LLC. 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 employs firm-approved software and collaborative annual planning to deliver written financial recommendations to its 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

Brian M

Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Brian Mc Cullough is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding a Series 66 designation and seven years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2018, with prior roles at Electronic Systems Inc and Manhattan College. In addition to his advisory role, he holds an insurance broker position with Combined Insurance Company and owns an LLC used for pass-through compensation purposes. 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, employing firm-approved software tools to deliver written 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

Kevin H

Series 63, Series 65

Virginia Beach, VA

Mass Mutual Investors Services

Kevin Hill is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Mass Mutual Investors Services since 2009 and has worked with MassMutual Life Insurance Company since 2008. Outside of his financial services career, Hill plays guitar in a band that performs paid gigs and serves as president of the board of directors for the Virginia Beach Education Foundation. 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, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides a range of planning and educational programs.

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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