Melissa Adams (CFP®, CLU)

Melissa Adams focuses in the
following client markets or areas of practice:

  • Annuities
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

  • Retirement Planning
  • Investment Management
  • Retirement Income
  • Tax Efficency 
  • College Savings

Additional Information

Melissa Adams is a Certified Financial Planner, Chartered Life Underwriter and Registered Investment Advisor with Merit Financial Partners, LLC (MFP), a fee only financial planning and Registered Investment Advisory firm. She strives to build long-term, trusting relationships with clients by bring them peace of mind as she guides them through wealth management and retirement planning strategies. She specializes in helping clients navigate through the transitions in their lives – Retirement and investment planning, college savings, divorce or the loss of a spouse.

Melissa has over 24 years experience in financial services industry with leadership roles at Manulife Financial, John Hancock and Prudential in the areas of retirement sales management and investment firm relationship management. Most recently, Melissa was the Senior Relationship Manager at Prudential Annuities where she was responsible for managing over 40 asset manager relationships representing over 170 billion in assets.

 

My professional and academic qualifications include:

  • CERTIFIED FINANCIAL PLANNER certification (CFP)
  • CHARTERED LIFE UNDERWRITER (CLU)
  • Registered Investment Advisor Agent
  • Bachelors of Art, Economics; Minors, Urban Studies and Law & Society, University of   California, San Diego, CA
  • Retirement Strategy Program, University of Pennsylvania, The Wharton School,      Pennsylvania, PA
  • Licenses: Series 7, 63, 24, Life, Accident and Health

NAPFA Start Date

May 01, 2018

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This Office

290 Silver Spring Rd Ridgefield, CT 06877-5419 Phone: (203) 221-2799

Other Offices

191 Post Rd W Westport, CT 06880-4625 Phone: (203) 221-2799