Team

Melissa Fernalld

CFP® | Senior Advisor, Partner

Experienced professional. Proud boy mom. Persistent and unwavering. Passionate about empowering women in finance.

Melissa Fernalld, CFP, Senior Financial Advisor, Financial Planner: A woman with long brown hair wearing a pale green blouse working at her computer in an office cubicle.

Dedicated to building lifetime relationships while crafting strategies that pave the way to financial freedom.

Guiding individuals and families on their financial journey with a personal touch, ensuring every plan reflects their unique dreams and aspirations. Melissa loves working with independent women; navigating wealth, entrepreneurship, family, divorce and everything in between.

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.

Interested in working with Melissa?

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Education

Certified Financial Planner (CFP)
Bachelor of Science, Management, SUNY Oswego
AAS, Accounting, Herkimer County Community College

Community Service

YWCA Mohawk Valley, Board Member
House of Good Shepherd, Wine All You Want Planning Committee Member
Utica Chamber of Commerce Catalyst Group, Member

Beneath the Surface

Claim to Fame

Maintaining a vast and colorful collection of high heel shoes under her desk in the office at 114 Business Park Drive.

Enjoys

Being a soccer mom, baking, date nights with the hubby at their favorite local spots, spending time with life-long friends, beach vacations, belting out Mariah Carey songs in the car.

Family

Enjoying life in Marcy, NY with her husband Rocco, their two sons Rocco and Grayson, and their spunky Toy Fox Terrier, Nico.

Keep your heels, head and standards high.
Coco Chanel