Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Investment Management
  • Tax Planning Strategies
  • Insurance
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CMFC™ Chartered Mutual Fund Counselor™
  • ChFC® Chartered Financial Consultant®
  • CLTC® Certified Long Term Care
  • CDFA® Certified Divorce Financial Analyst

Education

  • BS Finance - Bentley University, 2001

Awards & recognition

  • AdvisorHub Women Advisors to Watch, 2023
  • Indelicato & Coffey, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Forbes Best-in-State Wealth Advisors, 2023
  • Forbes Best-in-State Women Wealth Advisors, 2023-2024
  • Five Star Wealth Manager, 2012-2019, 2021-2024
  • Forbes Top Women Wealth Advisors, 2020-2021
  • Working Mother Top Wealth Advisor Moms, 2020-2021
  • Ameriprise Circle of Success, 2013-2020
  • Ameriprise Client Experience Award, 2020

Community participation

Melissa attending the Kyle Van Noy Valor Foundation charitable event on June 3rd, 2021.
Melissa attending the Kyle Van Noy Valor Foundation charitable event on June 3rd, 2021.
  • DFCI - Falmouth Road Race, 2022
  • Kyle Van Noy Valor Foundation, Event Attendee, 2021
  • Volunteer – Greater Boston Food Bank, 2020
  • Participant: Bill’s 5K, supporting Travis Roy Foundation
  • Pie in the Sky Pie Seller, providing meals to the critically ill in Massachusetts, 2013
  • Ozzie's Kids Participant, helping upwards of 1,000 children over the holidays, 2013
  • Run for Their Lives 5K Participant, 2012
  • Sharon Timlin 5k Road Race Participant, supporting efforts to cure A.L.S., 2009-2011
  • Canton Road Race 10K Participant, 2008
  • Paddy O's Race 10K Participant, 2008
  • Walk for Hunger Participant, 2006

Interests

  • Spending family time with my husband & 2 small children
  • Boston Red Sox, Reading, Spending time on the Cape
  • Traveling

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.