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Melissa is a Relationship Manager and a member of the team providing financial planning advice. Her responsibilities include working closely with all groups within Beacon Trust to deliver high quality wealth management services to clients and prospects.
Prior to joining Beacon Trust, Melissa served as Vice President of Portfolio and Wealth Advisory for a private wealth management firm. In addition to overseeing day-to-day portfolio management and monitoring, Melissa is experienced in matters related to overall wealth management, including market trends, tax management and trust and estate planning. Melissa graduated magna cum laude from Syracuse University and is a CERTIFIED FINANCIAL PLANNER™.