Kerri Aleksiewicz Melley Email & Phone Number

Kerri Melley is a professional you can trust to design life-long financial plans that help you achieve your financial goals. Financial planning is an ever-evolving and complex process. Kerri is recognized as someone who is dedicated to educating her clients on sound financial principles that help ensure their long-term financial success. She develops personal and lifelong relationships with her clients in order to understand their unique situations and goals. Clients appreciate her willingness to work collaboratively with their other professional advisors, including attorneys and CPAs, to manage the design and implementation of clear, comprehensive strategies for financial success.Recognizing the increasing financial responsibility that most of today's women face, Kerri is passionate about helping them grow and preserve their wealth, while building their confidence in planning and managing their financial lives.Prior to entering financial services, Kerri honed her skills in strategic planning and relationship management as a development professional for several organizations, most notably the Boston Symphony Orchestra and the Eastman School of Music. She specialized in working with high-net worth individuals interested in giving to these institutions through endowment and legacy gifts.Kerri resides in Worcester, MA with her husband and their two children.

Listed skills include Strategic Financial Planning, Insurance, Investments, Wealth Management, and 3 others.