Client Services Manager
Melissa graduated from William Paterson University and has over 15 years experience in the customer service industry. Melissa began her early career in Hotel Meeting Planning for Hilton and Westin Hotels and has been working in the financial industry for the last 9 years. Melissa works closely with Mary and her clients in order to maintain and implement financial recommendations. She provides exceptional service, ensuring all the details are handled in creating great customer experiences.
Melissa currently holds Series 6 securities through LPL Financial, as well as New Jersey Life and Health Insurance License.
In her spare time, Melissa is a dance teacher at a local dance studio. She has been teaching dance for nearly 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.