skip to Main Content
2 min read
Melissa Weisz 073

A team approach

Our people collaborate to deliver highly personalized service to you.

Melody Dalrymple
Melody Dalrymple
Client Relationship Specialist
Paula Santin
Paula Santin
FPQP™
Client Relationship Specialist
William Vaughan
William Vaughan
Analyst

Team member name and title

Team member contact

Melissa holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst® designations, with over ten years of experience in the financial industry. She is responsible for managing client relationships and coordinating all aspects of client service for the team. Melissa serves on the Firm’s Investment Committee.

Melissa graduated with a Bachelor of Science from Rutgers, The State University of New Jersey, with honors. She currently serves as a WIN Advocate for CFP Board’s Women’s Initiative and is a mentor in Rutgers Business School’s TeamUP program.  She is also a member of the CFA Institute, Financial Planning Association, and New York Society of Securities Analysts.  Melissa has two young boys and enjoys spending time with her family and pets at home in Branchburg, NJ. She also enjoys reading and practicing yoga.

Upcoming events

Team member insights

Back To Top