About Melissa
Melissa is a Senior Wealth Advisor at Focus Partners. She works closely with clients and their families to help them achieve their financial goals, advising on investment management, financial planning, and asset allocation. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Divorce Financial Analyst® professional. Melissa is also experienced in working with clients who need advice before, during, and after divorce.
Melissa brings over 25 years of experience in financial services. Prior to Focus Partners, Melissa was a Managing Director and Senior Wealth Advisor at GYL Financial Synergies, a Senior Wealth Advisor at Resnick Advisors, and has previous experience at Morgan Stanley, Price Financial Group and Barnum Wealth Management. Melissa received a B.S. in Economics from The Wharton School of the University of Pennsylvania. She is a current member of the Estate Planning Council of Lower Fairfield County,
Outside of the office, Melissa enjoys singing, golf, pickle ball and spending time with her family.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Melissa is a Senior Wealth Advisor at Focus Partners. She works closely with clients and their families to help them achieve their financial goals, advising on investment management, financial planning, and asset allocation. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Divorce Financial Analyst® professional. Melissa is also experienced in working with clients who need advice before, during, and after divorce.
Melissa brings over 25 years of experience in financial services. Prior to Focus Partners, Melissa was a Managing Director and Senior Wealth Advisor at GYL Financial Synergies, a Senior Wealth Advisor at Resnick Advisors, and has previous experience at Morgan Stanley, Price Financial Group and Barnum Wealth Management. Melissa received a B.S. in Economics from The Wharton School of the University of Pennsylvania. She is a current member of the Estate Planning Council of Lower Fairfield County,
Outside of the office, Melissa enjoys singing, golf, pickle ball and spending time with her family.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.