Melissa joined Cape Cod 5’s Trust & Asset Management team as a Trust Administrative Associate in 2017 and currently serves as a Wealth Advisor. She has over 15 years of experience in the investment industry, helping clients build and realize their financial plans and reach individual milestones. Prior to Cape Cod 5, she worked in a similar capacity for a regional trust company. 

She holds a Bachelor of Science in Finance with a minor in Business Administration from the New England College of Finance, as well as an Associates Degree in Business Administration from Dean College. Melissa has also earned the designation of Financial Paraplanner Qualified Professional℠.

Melissa is a member of Cape Cod Young Professionals, the Estate Planning Council of Cape Cod and the Home Builders Association of Cape Cod.

Outside of work, Melissa enjoys boating on Nantucket Sound and golfing with her husband. A long-time resident of Cape Cod, she and her husband reside in Yarmouth.