Melissa Perez Rizzo
Melissa Perez Rizzo has over 6 year of administrative office experience. She provides exceptional client services and processing of new accounts, fund transfers, and other client service needs, she also supports the office by providing administrative functions of customer service and support our CFP and advisors.
Melissa oversees the operational and service-related aspects of our team's client relationships. She is responsible for account maintenance, relationship building and providing clients with a high level of service, speaks both English and Spanish perfectly, and is eager to help answer any questions clients or prospective clients may have.
If you have any questions about our services or would like to book a meeting feel free to call Melissa at 305-328 8538 Ext 2.