Melissa is currently a Senior at Florida International University and holds an Associate's degree in Business Administration, as well as the Securities Industry Essentials (SIE) certification.
Prior to joining the team as a Junior Analyst, Melissa gained experience as a Private Wealth Management Intern at Bradesco Bank, where she supported ultra-high-net-worth clients.
Today, Melissa serves as a Junior Analyst, supporting advisors across a variety of client-focused and operational tasks. In her role, she assists with daily responsibilities that help ensure a seamless experience for clients while continuing to expand her knowledge of the wealth management industry.
What Melissa enjoys most about her current role is the opportunity to learn from experienced advisors and participate in client meetings, which continues to broaden her understanding of the wealth management industry.
She was drawn to the profession because she enjoys helping people achieve their goals and values the meaningful relationships that are built through financial planning. She appreciates the opportunity to make a positive impact on clients' lives while developing personalized strategies to support their long-term success.
Outside of the office, Melissa enjoys running, yoga, Pilates, and spending time with friends and family. As a fun fact, she is trilingual.