Melissa Weisz, CFP®, CFA, ChSNC®, serves as a Wealth Advisor at Corient, where responsibilities include co-chairing a Senior Solutions specialty practice focused on healthcare and legacy planning for retirees, while also addressing the financial needs of families caring for individuals with disabilities. Prior to Corient, Melissa held multiple roles at Wechter Feldman Wealth Management, Inc., including Vice President and Advisory Services Analyst, where expertise in portfolio management, client relationship management, and financial planning was developed. Earlier experience includes a position as Warranty Administrator at Pulte Homes and an internship focused on account reconciliation and administration. Melissa obtained a Bachelor of Science in Finance with Honors from Rutgers University and completed professional education programs at CFA Institute and the College for Financial Planning.
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