Wilkes Barre, PA Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

10

Of 5,064 advisors across 1,220 offices

Location

1140 Highway 315, Suite 203

Wilkes Barre PA 18711

Advisors at this office

10

Advisors at this office

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Dennis J

Series 63, Series 65

Wilkes-Barre, PA

Mass Mutual Investors Services

Dennis Jumper is a financial advisor with Mass Mutual Investors Services based in Wilkes-Barre, PA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Prior to joining Mass Mutual in 2022, he worked at Guardian Life for 18 years. He is also an insurance agent involved in outside sales of life, disability, and fixed annuities. 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 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
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Christopher F

Series 63, Series 65

Wilkes-Barre, PA

Mass Mutual Investors Services

Christopher Foder is a financial advisor with Mass Mutual Investors Services in Wilkes-Barre, PA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He previously worked at Guardian Life for 14 years before joining Mass Mutual in 2022. Outside of his advisory role, Foder is a partner managing a branch office at Meridian Financial Partners, LLC, and invests personal capital in residential real estate development through FIBI Capital LLC. 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 offers a range of programs including wrap and money-manager solutions, as well as 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
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Douglas C

Series 63, Series 65

Wilkes-Barre, PA

Mass Mutual Investors Services

Douglas Cornish is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at New York Life Insurance Company and NYLIFE Securities LLC. Outside of finance, he was involved with the Emmaus Aquatic Club and the Blue Eagle Swim Team for several years. MML 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 seminars, using collaborative annual planning processes and 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
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Robert B

Series 65, Series 63

Wilkes-Barre, PA

Mass Mutual Investors Services

Robert Berkowitz is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and three years of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company for three years and spent sixteen years at East Stroudsburg University. 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 collaborative, software-supported approaches to help clients with a range of event-driven and ongoing planning needs.

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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Brian D

Series 63, Series 66

Wilkes-Barre, PA

Mass Mutual Investors Services

Brian Dougher is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Guardian Life and has been with Mass Mutual since 2022. Outside of his advisory role, he is involved in life, disability, and fixed annuities insurance sales and manages accounting operations for Meridian Financial Partners, LLC. 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 provides ongoing financial planning, asset management, and educational seminars, delivering tailored recommendations using firm-approved software without investment discretion as part of the 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
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Nyle B

Series 63, Series 66

Wilkes-Barre, PA

Mass Mutual Investors Services

Nyle Berkes is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Berkes serves as a board member of the Community Giving Foundation, participating in charitable fund distribution and community events. 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 software and offers specialized services including divorce planning and employer-sponsored planning programs.

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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Vitangelo R

Series 66

Wilkes-Barre, PA

Mass Mutual Investors Services

Vitangelo Recchia is a financial advisor with Mass Mutual Investors Services in Wilkes-Barre, PA. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for goal analysis and provides event-driven planning programs such as 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
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Drew P

Series 66

Wilkes-Barre, PA

Mass Mutual Investors Services

Drew Patton is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and began his professional career at MassMutual Life Insurance Company in 2024. Patton completed his studies at Niagara University in 2023. MassMutual 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 offers collaborative, annual planning engagements using firm-approved software and focuses on recommending investment categories and strategies.

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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Albert W

CFP®, ChFC®, Series 63

Wilkes-Barre, PA

Mass Mutual Investors Services

Albert Wilson is a financial advisor with MassMutual Investors Services holding the CFP® and ChFC® designations and over 34 years of industry experience. He has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and Cambridge Investment Research among others. Outside of his advisory role, he is an owner and tax preparer for a tax preparation and planning business and serves as adjutant on the board of an American Legion post. 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 financial planning, asset management, and educational programs with a collaborative, goal-focused 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

Arthur D

Series 63, Series 66

Wilkes-Barre, PA

Mass Mutual Investors Services

Arthur Daube is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He previously worked at Guardian Life for 21 years before joining Mass Mutual in 2022. Outside of his advisory work, Daube is involved in sound technician services for local bands and events and owns a video production 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 seminars, structuring its client engagements as annual collaborative relationships that deliver written recommendations and use advanced analytics tools.

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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