Senior Associate Wealth Advisor
Melisa is a Senior Associate Wealth Advisor in the Beacon Pointe Boston office and is responsible for helping clients determine and achieve their financial goals. Melisa works with the wealth advisory team to provide customized solutions for clients through financial planning, investment management, investment strategy implementation, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe Advisors, Melisa worked for Windrose Advisors as an operations associate. She graduated from the University of Vermont, majoring in Finance, and minoring in Spanish. Melisa has also completed the educational requirements for the CFP® certification through Boston University. In her free time, Melisa enjoys running and spending time with family and friends.