Melissa brings nearly two decades of experience in business development, client relationship management, and operational leadership to PWM Advisors. As Director of Business Development, she plays a key role in fostering strategic relationships and enhancing the overall client experience.
Fluent in English and Spanish and conversant in Italian, Melissa is recognized for her ability to build meaningful connections, and serve as a trusted liaison between clients, advisors, and professional partners. Her career spans across the financial services, real estate, corporate, fashion, and nonprofit sectors, where she developed expertise in business development, executive leadership support, strategic partnerships, and organizational management.
At PWM Advisors, Melissa leverages her relationship-driven approach to help drive firm growth and support advisors in delivering personalized wealth management solutions. Her commitment to exceptional service, combined with a passion for connecting people and opportunities, reflects the firm's dedication to long-term client success and trusted advice.