Melissa applies her joyful and vivacious personality to her approach to financial services, creating an environment in which her clients feel comfortable and empowered. She is loyal, empathetic, enthusiastic and purposeful. Her primary goal is for her clients to feel heard and known, confident that their concerns are being addressed and that their financial well-being is in good hands.
Melissa is a CERTIFIED FINANCIAL PLANNER™ professional, an esteemed designation awarded to those who demonstrate and maintain the pinnacle of proficiency in financial services. Her passion for financial services brewed from combined work experience as an analyst for a hedge fund in New York City, and from serving as a financial planner at Fidelity Investments for close to a decade. She is also accredited with her Series 7, Series 66 and holds life and health insurance licenses across several states in which her clients reside. Her robust educational background includes a Bachelor of Science degree in business and economics with a concentration in finance as well as a minor in real estate from Lehigh University in Bethlehem, Pennsylvania, where she played Division I soccer.
On a day-to-day basis, you can find Melissa onboarding new investors, developing customized strategies for tax efficiency as well as helping to generate retirement income and meet education funding goals. She also emphasizes charitable giving and forming financial plans that benefit her clients through their generosity. Her passion for economic policy and evaluating real-time market news allows her to help others, breaking down Wall Street jargon into relatable terms for the benefit of those around her.
Outside of the office, Melissa is actively engaged in her community. She has mentored youth through Young Life and as a soccer coach, and is an original member of Imagine Circle of Hope. She has also given time and resources to First Choice, Potter’s House in Guatemala, World Vision child sponsorship program in Kenya and sports programs in Israel and Palestine. Her hobbies include pickleball, paddleboarding and soccer.
Originally from Cranford, New Jersey, Melissa currently resides in Jupiter, Florida.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.