Melissa supports advisors and clients with day-to-day transactions, activities, and trades. She has a number of years’ experience in the financial services industry and is Series 7 and 66 registered. She is a graduate of the University of Southern California and can often be found spending her time as a youth lacrosse coach.
Securities offered through appropriately registered representatives of The Strategic Financial Alliance, Inc. (SFA), member FINRA, SIPC. Advisory Services offered through appropriately registered investment adviser representatives of Strategic Blueprint LLC and BIP Wealth, LLC.
