Melissa joined Perennis in 2019, but has worked in the financial services industry for over 15 years. She is the client services manager here at Perennis working alongside Mary and with our clients to maintain and implement all financial recommendations. She also handles all the Life and Long-Term Care Insurance process from start to finish. She is a great resource for any client service need. She provides exceptional service, ensuring all the details are handled in creating a great customer experience.
Melissa currently holds Series 6 and 63 securities registrations, as well as a New Jersey Life and Health Insurance License. She is also a registered Notary Public.
In her spare time, Melissa is a dance teacher at a local dance studio. She has been teaching dance for over 20 years and enjoys seeing her student’s progression throughout the years. She also enjoys traveling, baking, the beach and spending time with family and friends.