Sr. Client Services Administrator
As a member of the Pickler Wealth Advisors team, Melissa embraces the firm’s philosophy of community service through volunteering, one of her many passions. She has actively shown this dedication to community advancement by serving as a Girl Scout troop leader for ten years and spearheading the Keep Trumbull Clean Committee. In high school, she formed this Committee to paint over graffiti on the highway sound barriers in her hometown as a city beautification project - which remains free of graffiti to this day. She is also First Aid and CPR certified.
As Sr. Client Services Administrator, Melissa works to ensure a smooth transition for clients new to Pickler Wealth Advisors. She empowers each client with access to all available resources throughout the Pickler Wealth Advisors Holistic Planning Suite of Services. She currently holds Series 7 (General Securities Representative) and Series 66 (Uniform State Law/ Securities Representative and Investment Advisor) registrations through Commonwealth Financial Network.
Prior to joining Pickler Wealth Advisors, Melissa studied Business Administration at Sacred Heart University in Fairfield, Connecticut, and worked as an Office Manager for a wood products company for 14 years. Melissa grew up in Trumbull, CT where she met her husband, Soren. They currently live in Lakeland, TN with their two children, Tyler and Sorina.