Wakefield, MA Edgewater Place Office

Jacob Palhares is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has recently entered the industry, with prior experience including roles at Granite Peak Associates and as a full-time student. His current practice is based in Wakefield, MA. 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, structuring engagements as annual collaborative relationships using firm-approved analytical tools.

Stephen Napier is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has held positions at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and New England Securities. Outside of his advisory role, he is involved in insurance brokerage unrelated to MassMutual and manages a property rental business. 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 offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning using technology tools.

Tomas Goncharenko is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 63 designation and has work history including roles at MML Investors Services, LLC and MassMutual Life Insurance Co since 2024, as well as previous experience at Gordon College and Gymnasium 36. 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 firm-approved software and a collaborative approach to planning without discretionary investment authority.

Joseph Davies is a financial advisor with Mass Mutual Investors Services in Wakefield, MA, holding CFP® and Series 63 designations and 19 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Additionally, he is involved in property and casualty, group life, and group health insurance brokerage. 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, using firm-approved software to analyze client goals and deliver written recommendations.

Nicholas Hoang is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his industry experience in 2022. Prior to his current role, he worked at the Medford Adult Day Health Center and had involvement with When Pigs Fly Bakery and Princeton University Office of Religious Life. MassMutual Investors Services, LLC 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 collaborative, annual planning engagements using firm-approved software and educational seminars, with a range of event-driven planning programs including recently added Divorce Planning services.

Amy Madden is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and four years of industry experience. She previously worked at Northwestern Mutual Wealth Management Company and related entities before joining Mass Mutual Investors Services. Outside of her advisory role, Madden performs as a soloist with the Paul Madore Chorale at the First Baptist Church in Beverly, Massachusetts. 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 ongoing financial planning, asset management, and educational seminars, structuring client relationships through annual collaborative financial planning engagements.

Robert Gurman is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has held roles at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. prior to that. 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 provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved tools to analyze client goals.

Nathalie Kallab Racimo is a financial advisor at MML Investors Services, LLC, a subsidiary of MassMutual, with one year of industry experience. She holds the Series 66 designation and has previous work experience with Tessi Consulting and Hult International Business School. Outside of her advisory role, she provides pet care services, including dog sitting. MML Investors Services, LLC serves individuals, business owners, trusts, estates, charitable organizations, and employers by offering financial planning, asset management, and educational seminars. The firm uses firm-approved software and collaborative annual plans to analyze client goals, recommending investment strategies without direct investment discretion.

Janice Berner is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 17 years of industry experience. She previously worked at MetLife Securities Inc. and has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2016 and 2017, respectively. Outside of her advisory role, she provides consulting services as a divorce financial strategist. MML Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven analysis and collaborative planning processes to deliver investment strategy recommendations without discretionary management.

Michael Enright is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including roles at Mass Mutual Investors Services since 2017 and MetLife Securities since 2015. Enright is also involved in health and group health insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, and charitable organizations. The firm employs firm-approved analytical tools and structures planning as an annual collaborative process.

Stephen Camarro is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at Edelstein & Company, LLP and Nardella & Taylor, LLP. His background also includes positions at MassMutual Life Insurance Company and Merrimack College. 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, emphasizing collaborative, goal-driven planning supported by firm-approved analytical tools.

Brendan Burke is a financial advisor with Mass Mutual Investors Services who holds the Series 63 and Series 66 licenses and has 27 years of industry experience. He previously worked at UBS Financial Services from 2015 to 2023. MassMutual 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 uses firm-approved software to analyze client goals and provides written recommendations through annual, collaborative planning engagements.

Joseph D’Amore is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 and 65 licenses, with 25 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016, previously spending eight years at MetLife Securities Inc. In addition to his advisory role, D’Amore provides tutoring and coaching for students preparing for the CFP exam through his consulting business. 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 comprehensive financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

John De Simone is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and four years of industry experience. His prior roles include positions with Northwestern Mutual Wealth Management Company and MassMutual Life Insurance Co. He is also the president of the JGD Memorial Foundation, a charitable organization involved in fundraising and organizing a golf tournament. Mass Mutual Investors Services 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 financial planning engagements supported by firm-approved software and offers a range of investment and educational programs.

Stephen Shaw is a financial advisor with Mass Mutual Investors Services in Wakefield, MA, holding a Series 63 designation and 14 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2019, and previously at Foresters Financial Services from 2011 to 2019. Shaw also works as an insurance broker through ITrust Advisors LLC, focusing on life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations, offering financial planning, asset management, and educational seminars. The firm employs collaborative, annual financial planning engagements using approved software tools and provides a range of event-driven planning services.