Meet Our Team

Melissa joined the Eagle Wealth Strategies team in 2016 and holds a bachelor’s degree in English from Villanova University. She has worked in the financial services industry since 2003.

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At EWS, her main responsibility is administering our compliance program, ensuring that the firm stays current with rules and regulations by regularly training our team, creating and implementing processes, and performing forensic testing. She is also responsible for billing, office management, and vendor oversight.

 

Melissa works closely with our managed I.T. service provider to administer our cybersecurity program as well.

 

A lifetime South Jersey resident, Melissa is happy to still reside locally with her sweet rescue kitties, Hoodie and Max. Outside of work, you can find her down the shore, at a concert, or at the gym for morning workouts.