Worcester, MA One West Boylston St Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

2

Of 5,061 advisors across 1,224 offices

Location

One West Boylston St, Suite Ll03 & Ll04

Worcester MA 01605

Advisors at this office

2

Advisors at this office

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Brian F

Series 66

Worcester, MA

Mass Mutual Investors Services

Brian Ford is a financial advisor at Mass Mutual Investors Services with nine years of experience in the industry. He holds a Series 66 designation and has previously worked at MetLife Securities and Baystate Financial, among others. Outside of his advisory role, he is a minority owner of Worcester Financial Group, Inc., where he is involved in reviewing business operations and managing the financial services practice. 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, educational seminars, and specialized services such as divorce planning and estate settlement.

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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Derek H

Series 63, Series 65

Worcester, MA

Mass Mutual Investors Services

Derek Happy is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 17 years of industry experience, including prior roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. In addition to his advisory practice, he manages and operates a financial planning business entity. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved tools and models to provide comprehensive planning 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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