Melissa is a highly experienced professional with nearly 20 years’ experience in financial services and banking. Prior to joining The Glen Wood Financial Group, Inc. in 2011, she accumulated six years of banking experience with Visions Federal Credit Union.
Melissa returned to Visions Federal Credit Union in 2020 when The Glen Wood Financial Group joined Visions Wealth Management and has been a key team member for the Chenango Commons Office. She has established many strong client relationships and has a solid reputation for product knowledge, attention to detail, efficiency, and integrity.
Melissa holds the Series 7, Series 63, and Series 65 securities licenses through LPL Financial and a NYS Life, Accident and Health Insurance license. She achieved an AAS degree in Financial Services (with Honors) as well as LPL Financial’s AdminU Degree.
When searching for a Wealth Management Advisor, remember to identify one who possesses extensive education in financial services and industry experience. Melissa clearly excels in both respects.
She is a lifelong resident of Broome County and, in her spare time, enjoys spending time with her friends and family.
*AdminU is a training program designed to enable LPL Financial Advisor administrative staff to better support their office in the areas of client services, office management, leadership, operations, and marketing.