Melissa Bertrand
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Melissa has 5 years of experience in the financial services industry. Together she works as a team with Dominic Pellicano and Jonathan Donatelli to simplify and help clients better understand the complexities of financial products in an ever changing world. She specializes in both individual retirement planning, as well as group benefits and 401(k) plans.
Melissa has a bachelor’s degree from SUNY Oswego and a master’s degree from Canisius College. She is mom to Jack, Julia and Ashley. In her spare time she enjoys working for her family charity, The Richard Knights – Sue Kaderli Memorial Fund, reading, writing, cooking, entertaining decorating and gardening.
Licenses and Certifications:
- Series 6 License
- Series 63 License
- Life, Health & Accident License