West Palm Beach, FL Office
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Mass Mutual Investors Services
Institution
Firm-wide stats for Mass Mutual Investors Services
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
Based on Mass Mutual Investors Services
Location
West Palm Beach FL
Advisors at this office
3
Advisors at this office
Lee W
ChFC®, Series 63
West Palm Beach, FL
Mass Mutual Investors Services
Lee Weinstein is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation and Series 63 license. He has 35 years of industry experience, having worked extensively at Northwestern Mutual in various capacities from 1989 to 2022 before joining Mass Mutual Investors Services in 2022. Outside of his advisory role, he owns two insurance-related businesses that focus on life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based financial planning supported by analytical tools, with implementation services offered through separate brokerage or insurance arrangements.
Charles C
Series 63, Series 65
West Palm Beach, FL
Mass Mutual Investors Services
Charles Cunningham is a financial advisor with Mass Mutual Investors Services in West Palm Beach, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. Since 2013, he has been affiliated with MML Investors Services, Lenox Advisors, Inc., and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns a polo team through Nomad Polo, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.
Brian M
Series 66
West Palm Beach, FL
Mass Mutual Investors Services
Brian Mawhinney is a Series 66 licensed financial advisor with over 22 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2017, following a 14-year tenure at Ameriprise Financial Services, Inc. He is also the CEO and President of The Falcon's Nest, a nonprofit organization that raises funds for individuals, businesses, and families affected by Down syndrome. 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 financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.
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