Melissa has been working in the financial services industry since 2003 and is a Registered Representative of Cetera Advisor Networks LLC. She currently holds Series 6, 7, 63 and 65 registrations and has taken additional exams to become a Certified Financial Planner (CFP®) professional, Accredited Wealth Management Advisor designee (AWMA®) and Chartered Retirement Planning Counselor designee (CRPC®).
Melissa's focus is on providing comprehensive financial planning and investment management with exceptional service. She believes that working with the experienced financial planner who can help educate and advise you on all your options, will allow you to make better-informed decisions and understand how each decision can affect another area of your financial picture.
Melissa holds a Bachelor of Science in Business Administration from Bryant College and received a Certification of Advance Study in Financial Planning from Merrimack College.
Securities and investment advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC-Insurance license #0644976) member FINRA/SIPC, a broker-dealer and a Registered Investment Advisor. Cetera is under separate ovnership from any other named entity.