Financial Advisor

Retirement Planning Specialist

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Financial Advisor

Financial Planning and EB Specialist

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Financial Advisor

Financial Wellbeing Specialist

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Strategic Partner

Business Development

Employee Benefits Administrator

Group Risk, Healthcare and Retirement Client and Member Support

With her HR knowlege and experienece in the Finacial Services industry Melissa is an essential extension of our clients teams providing admin and member support for Group Risk, Healthcare and Retirement client.