Seasoned Strategic professional. Proud mother of two. Diligent and relentless. A passionate champion for clients and their unique goals.
Melissa works directly with the Senior Advisor Team to assist with the financial planning needs of clients. She specializes in client on-boarding, data gathering, case design, scenario building, and financial plan development.
Melissa joined Strategic in 2007 as an Operations Specialist. She worked to provide excellent client service to high net-worth individuals and not-for-profit organizations. In 2010 she was promoted to Senior Operations Specialist where she served in a leadership role over the client service team. Ready to learn more about the client advisory and financial planning aspect of the business, she was promoted to a Wealth Management Specialist in 2011.
- BS, Management, SUNY Oswego
- AAS, Accounting, Herkimer County Community College
- American Heart Association’s Heart Radiothon Planning Committee
- Faxton St. Luke’s Healthcare Foundation’s Women’s Giving Circle
- Member, Utica Chamber of Commerce Catalyst Group
- Member, The Neighborhood Center Gala Di Mistero Planning Committee
Areas of Specialty
Client Relationship Management
Client Service & Advisor Support
Financial & Estate Planning
Beneath the Surface
Claim to Fame
Maintains a vast shoe collection under her desk at Strategic
Spending time with her family, baking, shopping, date nights with her husband at their favorite local restaurants, and catching up with long-time friends.
She currently resides in Marcy with her husband Rocco, their two sons Rocco and Grayson, and Toy Fox Terrier, Nico. Rocco is the Director of Business Development at Quadsimia, an Internet technology company.
Keep your heels, head and standards highCoco Chanel