Melisa Dobraca Iacono, CDFA®
Wealth Advisor

Request an Appointment | Office Information

Melisa is a 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 and holds the Certified Divorce Financial Analyst designation. in her free time, Melisa enjoys running and spending time with family and friends.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...