With over 24 years in her profession, Melissa brings a myriad of experience in a variety of client services. Melissa is well versed in risk management, philanthropy assistance, health insurance management, property management, travel (private/commercial), special reporting and event coordination. In more recent years, her primary focus has been in private wealth and private client management. Her administrative background strengthens her ability to organize and manage different facets of a client’s financial portfolio. Additionally, Melissa is engaged in her community through Impact100 SRQ, a diverse group of women that annually fund transformational grants to local nonprofits in both Sarasota and Manatee Counties.