|
|||
Kerri Aleksiewicz Melley, MBA
Financial Advisor 446 Main Street, 7th Floor
Phone: (508)890-0922 ext. 102 KERRI ALEKSIEWICZ MELLEY, MBA Dedicated to working collaboratively with both individual and business clients on integrated strategies to help you attain your maximum financial potential.
Originally an accomplished fundraiser for organizations including the Boston Symphony Orchestra and the Eastman School of Music, I bring integrity, strong interpersonal skills and strategic planning experience to my practice as a Financial Advisor with New England Securities and Strategic Financial Partners. I am dedicated to educating you on sound financial principles that will enable you to understand the impact of each decision you make on your long-term financial success. I have been recognized as a Leader’s Conference producer and am a certified Special Needs Planner. The MetLife Center for Speical Needs Planning is dedicated to addressing the unique circumstances and requirements of families with dependents with special needs. Critical areas of concern include: government benefit eligibility for SSI and Medicaid; guardian, conservatorship, client self-determination and advocacy issues; and appropriate funding vehicles to help assure not only lifetime care, but also quality of life. I reside in Worcester, MA with my husband, Neal, and our young children, Tim and Sarah.
MEMBERSHIPS AND Bancroft School, Worcester, MA, Alumni Council Member, Class Agent, Parent
EDUCATION &
|
|||
About Us
|
446 Main Street, 7th Floor Phone: (508) 890-0922 |
New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities.
Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor.