Melissa came to us with over seven years of financial services industry experience with Raymond James. She holds a general securities representative license, an insurance license, and a general securities sales supervisor license. While working with the McLean Group for almost two years, she decided to shift her focus from the operational side to financial advising. She shares the team’s vision of helping others understand their current financial situation and helping guide them to plan for their futures. Melissa works closely with Jim, Kelly, and Christy to create the ultimate customer experience. As a team, they value learning each client’s needs and goals, and developing strategies to help accomplish them.
She is an active member of the Eastern Montgomery County Chamber of Commerce and participates on the Program Committee of the Women’s Business Council of the Greater Lehigh Valley Chamber of Commerce.
Melissa holds a Bachelor of Arts in Finance from Holy Family University in Philadelphia, Pennsylvania. She was raised in a military household, where she spent a good portion of her life in Washington State, Illinois, and Pennsylvania. She currently lives in Abington Township with her boyfriend, Ron, and their pet dog child, Trooper. Melissa enjoys traveling, music, and competing in local CrossFit competitions.
Raymond James is not affiliated with any organizations mentioned.