Marketing and Field Associate
As the Marketing and Field Associate for FDR Financial group, Melissa assists advisors in the development of personalized investment strategies and the design of health and life insurance policies.
She also handles day-to-day office operations for FDR, assisting with client communication. Melissa adds tremendous value to the FDR team with her expertise in financial services software, namely eMoney Advisor. She utilizes these programs to provide an even further layer of financial planning and advanced analysis for clients.
Melissa holds a Bachelor of Business Administration in Marketing degree from Florida Atlantic University and several securities licenses. When she isn’t at the office, Melissa enjoys cooking (she has an extensive cookbook collection!) and traveling.
- 2-15 Life Health and Variable Annuities License
- Series 7 General Securities Representative (GS) License
- Series 63 Uniform Securities Agent (AG) License