Melissa Contarino Wenzel

Melissa Wenzel serves as a Family Office Specialist at The Preferred Legacy National Trust Bank, bringing more than 25 years of experience across a wide range of client services. Her expertise spans risk management, philanthropy assistance, health insurance oversight, property management, travel coordination (both private and commercial), special reporting, and event planning.

 

In recent years, Melissa has focused her talents on private wealth and private client management, where her strong administrative background allows her to seamlessly organize and oversee the many moving parts of complex financial portfolios. She works closely with families to simplify details, provide structure, and ensure that their personal and financial lives are managed with care and precision.

 

Outside of work, Melissa treasures time with her granddaughters and family and enjoys traveling as she continues to check destinations off her bucket list.