Wealth Management Coordinator
TITLE: Wealth Management Coordinator
AREAS OF FOCUS: Results Delivery, Strategy, Transformation
EXPERIENCE: 16 Years
Melissa Berry is an Indiana native; growing up in a small, close knit community. She began
her career in financial services in 2005 with Wells Fargo Bank, transferring to Pennsylvania
in 2010. Her experience includes head teller, credit underwriter and relationship banker, and
licensed banker in 2018.
She joined Great Scott Financial Services in November 2020 as a Client Relationship Manager. Melissa assists with client expectations and communications, new business operations
and portfolio reporting. Outside of work you’ll find her outside! Melissa and her family enjoy exploring and connecting with nature all over the Mid-Atlantic US.
She is a Registered Representative of Commonwealth Financial Network®, and holds her Investment Company Products/Variable Contracts (Series 6), Uniform Securities Agent State
Law (Series 63) and Pennsylvania State Life Insurance Registrations.
Check out the background of this investment professional on FINRA’s BrokerCheck.