Melissa is a Client Services Representative for Commonwealth Financial Services and she has been with our firm since April 2014. Melissa (Missy) has over 13 years of financial experience in customer service and she has also worked in trusts and investments. Since being with Commonwealth Financial Services, Missy has attained her Financial Paraplanner Qualified Professional™ designation. Missy is responsible for the daily preparation and processing of client account paperwork, including deposits, transfers and distributions as well as client service requests.
She and her husband Ricky reside in Washington, West Virginia, with their dog Holley. Missy enjoys spending time with family and friends and spending time outdoors.