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Ellen Bauers

Advisor at Mass Mutual Investors Services

Updated today
Mass Mutual Investors Services logo

Firm

Mass Mutual Investors Services

Location

North Adams, MA

Credentials

Series 63

Industry experience

10 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation programs

Work history

MML Investors Services, LLC

2015 - Present (11 years)

MassMutual Life Insurance Co

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Ryley G

Series 66

Bennington, VT

Edward Jones

Retirement income strategy General retirement planning Wealth management Business exit / sale strategy Multi-generational wealth transfer

Regina G

Series 66

Adams, MA

Edward Jones

College savings (529s, UTMA, etc.) Engineering Professional Doctor or Medical Professional Women Professionals

Arisleyda R

Series 63, Series 65, Series 66

Whittingham, VT

Merrill

Arisleyda Riehl is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she focuses on helping clients navigate complex financial landscapes to achieve their personal and family goals. With a career that began in 1994 following an internship during graduate school, she brings extensive experience in wealth management, particularly in guiding individuals and couples through the challenges of new wealth and liquidity events. Arisleyda holds a bachelor's degree in Finance from the State University of New York at Old Westbury and an M.B.A. in International Business from Hofstra University's Zarb School of Business. She has earned multiple professional credentials, including the Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA) designations. She is also registered with FINRA Series 7, 9, 10, 31, and 66 licenses, and holds life, health, and long-term care insurance licenses. Born and raised in the Dominican Republic, Arisleyda is fluent in Spanish and lives in Norwalk, Connecticut with her husband. She is actively involved in her community, volunteering with organizations such as Building One Community, Ferguson Library, Rotary International, and Women in Leadership at Hofstra University. Her personal interests include golf, skiing, cooking, and spending time with her family.

Wealth management Retirement income strategy Inherited wealth ESG / Sustainable investing Women Professionals Approaching retirement Values-based investing

Erin L

Series 65, Series 66

Bennington, VT

Fidelity

Erin Leonard currently serves as Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2013. She has been active in the financial services industry since 2007, with prior roles as a Financial Advisor at UBS Financial Services, Inc, Raymond James & Associates, Inc, Purshe Kaplan Sterling, and LPL Financial. Her professional focus is on partnering with individuals and families to develop, implement, and maintain financial plans centered around saving, spending, and protecting assets. She aims to help clients position themselves to achieve their financial goals. No information regarding education, credentials, personal interests, or community involvement was provided.

Cash flow / budgeting Debt management General retirement planning Wealth management Life insurance needs analysis
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Matthew S

Series 65

Williamstown, MA

MDS Wealth Advisors, LLC

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Matthew C

Series 65

Williamstown, MA

MDS Wealth Advisors, LLC

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