Cfp® Melissa M. Raimundo

Melissa M. Raimundo, CFP®, is a Senior Vice President at Beacon Trust with a background in providing strategic investment advice to High Net Worth individuals. With experience at various financial institutions like BBR Partners, Wells Fargo Advisors, and J.P. Morgan, Melissa M. has a strong foundation in portfolio management and wealth advisory. Melissa is also actively involved in community service and education, having worked with organizations like Say Yes to Education and the Syracuse University Community Fellows Program. Currently pursuing a Master of Business Administration degree at Rutgers Business School, Melissa M. continues to expand their expertise in finance and wealth management.