Assistant Vice President, Strategic Wealth Advisory Group, Merrill Private Wealth Management
Melisa is an Assistant Vice President in the Strategic Wealth Advisory Group (SWAG) within Merrill Private Wealth Management. Melisa works closely with the advisors of wealthy families and individuals, helping clients to achieve their financial, personal, and legacy goals. She works collaboratively with clients’ advisors, providing holistic service to aid in pursuing sustainable, long term strategies.
Melisa is a Trust & Estate Fellow with the American Bar Association’s Real Property Trust & Estate Law Section, serves on the Chicago Community Trust’s Young Professional Advisory Committee, and participates in the Young Leaders Fund, providing grants to small Chicago charities focused on Childhood Development and Education. She is a graduate of The George Washington University Law School (J.D. 2016) and Loyola Law School (LL.M. Taxation 2017).