Synergy Wealth Solutions, a MassMutual Firm Employee Directory

Financial ServicesMissouri, United States51-200 Employees

Synergy Wealth Solutions was built upon the idea that the combined efforts of our dynamic team are greater than the sum of each individual part. 

We offer our clients the unique opportunity to leave a lasting legacy by providing holistic and comprehensive solutions, while offering premier products and the highest value of service. Our firm is committed to delivering excellence through our collaborative culture and innovative strategies. 

Since 1851, in partnership with MassMutual, our firm has been providing our clients with the resources to protect their future. Our team of over 150 financial professionals provides strategic financial solutions more than 62,000 clients every day. 

Trust • Integrity • Excellence • Teamwork • Service

Licenses and disclosures: https://www.synergywealthsolutions.com/licenses

Find Synergy Wealth Solutions, a MassMutual Firm employees' phone numbers or email addresses

Synergy Wealth Solutions, a MassMutual Firm Global Highlights

North America
223

United States Of America
223

Oceania
3

Australia
3

Asia
1

Bangladesh
1

Synergy Wealth Solutions, a MassMutual Firm's Leadership

B. R.
Ceo
Mobile Phone
Email
M. K.
Chief Financial Officer
Mobile Phone
Email
M. M.
Chief Marketing Officer
Mobile Phone
Email
A. B.
Vice President Of Client Success
Mobile Phone
Email
J. C.
President And Financial Advisor
Mobile Phone
Email
A. L.
Head Of Recruitment
Mobile Phone
Email
L. D.
Owner
Mobile Phone
Email
A. B.
Vice President, Financial Planner
Mobile Phone
Email

Synergy Wealth Solutions, a MassMutual Firm Employee Metrics

100%

50%

0%

2026

2025

2024

Banking
Recruiting
Business
Finance
Community & Social Services
Other

Contact profiles from Synergy Wealth Solutions, a MassMutual Firm

Name

Title

Contact Info

Location

Last Update

C. B.
Recruiting Director
Mobile Phone
Email
Dec 05, 2024
G. B.
Brokerage Director
Mobile Phone
Email
United States
Oct 23, 2025
R. J. D.
Managing Director
Mobile Phone
Email
Nov 11, 2025
M. V.
Director Of Compliance
Mobile Phone
Email
United StatesMissouri
Oct 17, 2025
J. S.
Director Of Financial Planning
Mobile Phone
Email
Nov 11, 2025
P. C.
New Business Director
Mobile Phone
Email
United StatesMissouri
Nov 19, 2025
K. O.
Director Of New Business/ Bookkeeper
Mobile Phone
Email
United StatesMissouri
Jun 13, 2025
M. I.
Assistant To The Director Of Investments
Mobile Phone
Email
United StatesMissouri
Oct 20, 2025
A. W.
Executive Director, Assisted Living
Mobile Phone
Email
Oct 16, 2024
D. C.
Executive Director
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Synergy Wealth Solutions, a MassMutual Firm known for?

Synergy Wealth Solutions, a MassMutual Firm was founded in 2017 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-636-728-****

. Explore Synergy Wealth Solutions, a MassMutual Firm's company overview page for more information.

What is Synergy Wealth Solutions, a MassMutual Firm's most common email format?

Synergy Wealth Solutions, a MassMutual Firm employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Synergy Wealth Solutions, a MassMutual Firm email formats with LeadIQ.

How many employees does Synergy Wealth Solutions, a MassMutual Firm have currently?

Synergy Wealth Solutions, a MassMutual Firm has approximately 164 employees as of February 2026. These team members are located across 3 continents, including North AmericaOceaniaAsia.

Who are Synergy Wealth Solutions, a MassMutual Firm's key employees and leadership?

As of February 2026, Synergy Wealth Solutions, a MassMutual Firm's key employees include:

Ceo: B. R.
Chief Financial Officer: M. K.
Chief Marketing Officer: M. M.
Vice President Of Client Success: A. B.
President And Financial Advisor: J. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking