Our Firm

Melissa Levine, CFP®

Investment Adviser Representative

With thirty years of experience in the financial services industry, Melissa Levine, CFP® has established strong relationships with her clients and has helped them achieve their financial goals while always adding a personal touch. As an Investment Adviser Representative – Melissa provides personalized financial guidance in the areas of retirement planning, wealth preservation, accumulation, college funding, investment allocation, and personal insurance. She focuses on helping clients achieve their goals through personal and goal orientated financial planning. Melissa is a Premier Partner, and a member of the Chairman's Council and Women Advisors Network with Voya Financial Advisors. She is also certified in Voya's Retirement Readiness Program.

 

 

 

 

 

 

Nicollette Meyer

Client Relations Specialist 

Nicollette Meyer is a graduate Pace University's BBA Accounting and Finance program. Since 2012, Nicollette has worked alongside Melissa Levine, CFP®  to increase the productivity, efficiency and successes of the office. She is responsible for client servicing including new account set-up, maintenance of client records and compliance requirements, client meeting preparation, and tracking existing business. She also is responsible for all marketing campaigns and organizing client events. Nicollette holds her FINRA Series 6 and 63 registrations.