How I can help you
Melissa is the first line of communication when it comes to client accounts. In addition to keeping the office running smoothly, she is responsible for a multitude of account services, including money movement requests, account openings, retirement distributions and general client relationship management. With her wealth of knowledge gained through her time at BFS Wealth Management, Melissa is well prepared to answer client questions or will be dedicated to finding someone who can.
What makes me knowledgeable
Melissa brings more than 20 years of experience in the financial industry to her role. Before joining the team in 2010, she worked at Midwood Securities, Inc., as a sales trader assistant and registered options principal. Previously, she was affiliated with Oppenheimer & Co. and First Fidelity Bank. Melissa is a registered representative and holds several key licenses that add value to the team’s operations, including Series 7, 63, 4 and 9/10. She graduated from William Paterson University with a B.S. in business administration with a concentration in finance.
Getting to know me
As a long-time resident of Central Jersey, Melissa spends much of her time with her husband cheering on their two teenagers at various sporting events. When the games are over, she loves to spend quality time with close friends and family, watch game shows and go to the movies. She also enjoys helping out her community.