Melissa has been in the financial services industry for more than 25 years. Melissa is a Chartered Retirement Planning CounselorSM (CRPC®) from the College of Financial Planning and an Accredited Investment Fiduciary® (AIF®) from the Center For Fiduciary Studies. She is a Registered Securities Principal through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. She holds FINRA Series 24 General Securities Principal registration, a Series 65 Uniform Investment Advisor registration, a Series 7 General Securities Representative registration through Commonwealth Financial Network, and a Rhode Island life, accident, and health insurance producer’s license. Melissa is responsible for the daily management and oversight of the BankRI Investment Services program, in addition to serving as the Office of Supervisory Jurisdiction (OSJ) for Commonwealth Financial Network.
Melissa serves on the Investment Committee of Dorcas International Institute.
Melissa is a former registered representative of Fleet Investment Management; vice president of the FIS Companies; operations manager of the Mutual Benefit Life Insurance; and a trust administrator with RI Hospital Trust National Bank.
Melissa was recognized as one of "Ten to Watch" by Providence Monthly in 2006*, and was one of the "Women to Watch" by Providence Business News in 2013*. She received the Five Star Wealth Manager Award** from 2014 through 2023 In her spare time, she enjoys golf and traveling.
*2006 "Ten to Watch" by Providence Monthly, and 2013 "Women to Watch" by Providence Business News. These awards are not specific to financial services and do not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here (https://providenceonline.com/) (https://pbn.com/) for more information.
**2014 - 2023, created by Five Star Professional. The 2023 award was presented in December 2022 based on data gathered within 12 months preceding the issue date. 637 Rhode Island-area advisors were considered, 136 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
