Melissa brings over 13 years of investment industry experience to our firm, most notably with Fidelity Investments. In each of her prior roles, Melissa served as a client centric, financial consultant to high net worth families and institutional investors. She is well versed in a broad spectrum of financial securities and investment strategy, and brings a deep understanding of wealth management and financial planning.
Melissa attended Bentley College and Southern New Hampshire University and holds a Series 66 securities license.
During her free time, she enjoys nature, camping, fishing and sailing. She also does quite a bit of traveling, cooking and enjoying local cuisines. Two of her favorite novels are Lean In by Sheryl Sandberg and Think Big Act Small, by Jason Jennings