Senior Operations Specialist
Melissa Wheeler began her career in the securities industry in 2006, immediately obtaining her Series 6 (Investment Company Products/Variable Contracts Limited Representative). Several years later she obtained her Series 7 (General Securities Representative), to better serve clientele. She also holds a Group 1, Life, Health and Accidental Insurance License. With her extensive customer service background and her excellent attention to detail, Melissa is a valuable team member to our firm. Melissa does not offer Securities or Investment Advisory Services.