Melissa M. Email and Phone Number
"Serving clients to help experience financial freedom"Melissa is dedicated to providing professional investment and financial guidance targeted to clients' goals. Motivated in encouraging others to live life with purpose and abundance. Known for: -Call to Action-Skills of Empathy-Building Rapport and Trust-Gaining Confidence from Others Professionally & PersonallyConversation focus on: - Wealth Accumulation- Tax Strategies- Income Generation- Preservation of Wealth- Legacy Planning - Education SavingsLicenses Earned: Series 7, Series 66, Life and Health Insurance. Certification: CERTIFIED FINANCIAL PLANNER™ professionalPlease set an appointment through email at melissa.montalvo@raymondjames.com or calling the office line 561-880-8940. Personal mobile device 908-337-5753.Home Office:11770 US Highway 1, Ste 201E North Palm Beach, FL 33408Registered in 15 + states. Hybrid services are available. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Lipari & Associates Investment Management is not a registered broker/dealer and is independent of Raymond James Financial Services.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Senior Wealth ManagerAtticus Wealth ManagementPalm Beach Gardens, Fl, Us
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Private Wealth Financial AdvisorRaymond James Financial Jan 2019 - PresentSarasota, Fl, UsTruly Integrated Wealth ManagementThe complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most.We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you.As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you. -
Financial ConsultantFidelity Investments Jun 2010 - Jan 2019Boston, Ma, UsI served at Fidelity Investments in many capacities as a growing professional. Over my team I learned of the importance to delivering the best customer experience over the phone, at the retail branch or one on one with a client. Over my 9 years I helped hundreds of families save and invest through personal investment accounts and workplace savings plans. My desire was to build long-term relationships through caring, connecting, and offering solutions through a full range of products and services. Throughout my tenure, I sought guidance from upper management to obtain certifications and licenses so that my skill set would separate myself from the ordinary Finance Advisor. -
Financial RepresentativeFidelity Investments Jun 2010 - Dec 2011Boston, Ma, UsResponsible for delivering the customer experience to high levels of satisfaction by adhering to the standards of excellence, customer first principals, compliance of policy and procedures.- Introduced prospects to the full array of Fidelity products and services including investment guidance, wealth management, retirement planning, income strategies and college planning services.- Supported the 3 top sales producers of most active Investment Center in the country.- Operations team lead in enforcing regulatory principles and quarterly audits.
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Junior Operations AnalystPerella Weinberg Partners Aug 2008 - Dec 2010New York, Ny, UsMaintained and managed the operations of of $380mm fund of funds portfolio. Direct interaction with Portfolio Manager, Fund Administrator, Risk Management Team, Controllers and Auditors. Worked as a junior operations analyst with 2 years of Buy Side Experience. Worked with Fund-of-funds portfolio, separate managers for equity and fixed income funds, single manager, auditors, risk management, controllers and internal trading team. Specific responsibilities included briefing Portfolio Manager on performance, generating performance reports on direct trading and external managers, NAV Trial Balance reviews, booking swap resets, creating securities in Accounting and Trading Systems, validating prices for OTC structured products. Also for each SMA portfolio, duties included position and cash reconciliation and internal cash allocations.Specialties: Operations: Trade, position and cash reconciliation, broker interactions, margin maintenance.Trading and Fund Accounting Systems: Citco Accounting Software, Eze OM, Geneva, Paladyne, Bloomberg, Microsoft Office, Broker Client Services
Melissa M. Skills
Melissa M. Education Details
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Lehigh University College Of BusinessGeneral -
Lehigh UniversityFinance And Real Estate
Frequently Asked Questions about Melissa M.
What company does Melissa M. work for?
Melissa M. works for Atticus Wealth Management
What is Melissa M.'s role at the current company?
Melissa M.'s current role is Senior Wealth Manager.
What schools did Melissa M. attend?
Melissa M. attended Lehigh University College Of Business, Lehigh University.
What skills is Melissa M. known for?
Melissa M. has skills like Outbound Marketing, Portfolio Management, Derivatives, Customer Satisfaction, Relationship Management, Risk Management, Interpersonal Communication Abilities, Fixed Income, Equities, Personal Financial Planning, Mutual Funds.
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