Melissa Chan
Senior Client Service Associate
Melissa is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. Prior to joining Beacon Pointe, Melissa worked as a Client Service Associate at Bleakley Financial Group in Fairfield, New Jersey before merging with Beacon Pointe Advisors in September of 2023. Melissa earned her certification in Business Administration with Computerized Accounting/Bookkeeping from Eastwick College. Outside the office, Melissa enjoys spending time with her family and friends.
