Melissa brings experience in wealth management and client service, having previously worked as a Paraplanner and Client Service Associate at Outlook Wealth Advisors, as well as a Retirement Distribution Specialist at Merrill Lynch. A graduate of Rutgers University with a bachelor’s degree in business administration, she has built her career on supporting clients through financial planning, account servicing, and day-to-day operations.
At Precision Wealth Partners, Melissa serves as a Client Service Associate, assisting the team with daily operations, supporting client success, and helping enhance the overall client experience while contributing to the firm’s continued growth.
Originally from Brooklyn, NY, she now resides in Blackwood, NJ, with her son, Bobby, and daughter, Emma. Outside of work, Melissa enjoys reading, spending time with family and friends, and creating lasting memories with her children.