Melissa holds both the Certified Financial Planner™ (CFP^®) and Chartered Financial Consultant^® (ChFC^®) designations, reflecting her deep technical expertise and commitment to fiduciary standards. She launched her financial career as a hedge fund analyst in New York City before advancing her advisory experience with Fidelity Investments in New Jersey and later with Raymond James Financial Services across New York, New Jersey, and Florida, where she served as a trusted advisor to high-net-worth individuals and families.

At Atticus, Melissa blends her institutional insight with a highly personalized, relationship-driven style. She is particularly passionate about empowering women through financial education and strategic planning – helping them build confidence, define goals, and create resilient financial strategies during pivotal life transitions, with the result of peace through financial clarity.  Melissa’s clients have expressed gratitude as she navigates her clients through career changes, liquidity events, surviving a spouse, divorce, and overall longevity.  Her work is rooted in the belief that financial clarity creates freedom, and that education is a powerful tool for long-term independence.

Beyond her client work, Melissa is committed to mentorship and philanthropy, actively supporting initiatives that advance women in finance and uplift her community. She regularly invests her time in developing the next generation of female leaders and fostering environments where women can thrive both personally and professionally.

Originally from Cranford, New Jersey, Melissa graduated from Lehigh University where she was a four-year Division I student-athlete on the woman’s soccer team. She now calls South Florida home, where she embraces an active lifestyle and continues to build meaningful connections within both her professional and philanthropic communities.