Melissa M. Yano, CFP

Melissa M. Yano, CFP

Wealth Management Advisor

The Wealth Management Advisor performs crucial functions in direct support of the Senior Planner. The WMA orchestrates investment planning, wealth forecasting, financial reporting, vendor product research and recommendations. The advisor assists in estate planning, pension administration and audit coordination as well as on-going client relationship development. The WMA works directly with the Securities Account Administrator on client portfolio maintenance, quarterly reporting and manages various wealth management technology systems for the firm.