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For two decades, Melissa A. Marrama has been committed to solving problems and helping her clients feel secure in their decisions. Clients include closely held businesses, individuals, and families at all stages. She advises on issues from accumulating and protecting wealth to how to best enjoy it in retirement.
Both inside the firm and with clients and friends, Melissa has earned a reputation of sitting on the client s side of the table and going above and beyond to ensure her clients comprehensive financial well-being. Melissa holds a Bachelor of Science in Finance from Bentley College. She consistently earns member status in two prestigious organizations of insurance executives that set the standards for professionalism, the National Association of Insurance and Financial Advisors and the Million Dollar Round Table.
Most importantly, her genuine desire to help others is evident not only in her professional work but also in her many charitable endeavors and prominent positions with charitable organizations.
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