MELISSA MURPHY PAVONE,

Biography

Melissa joined Oppenheimer in 2013, having previously worked with Joel at UBS. She works in collaboration with Joel for various client types, including affluent individuals, families and businesses, to help them achieve their financial planning goals.

She strives to always provide clients with reliable and timely service. Melissa’s focus is to work with multi-generational households, pre-retirees, and recent divorcees who need comprehensive financial planning, by offering meaningful financial guidance and personalized strategies, in order to address priorities and goals. She has served at leading firms such as Northwestern Mutual Financial Network and Citigroup. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation by the Certified Financial Planner Board of Standards, Inc. Melissa has earned the designation of Certified Divorce Financial Analyst® (CDFA®) by the Institute for Divorce Financial Analysts™.

Melissa earned her B.B.A. in Finance from James Madison University, and multiple FINRA registrations, including the Investment Company Products/Variable Life Contracts Representative License (Series 6), the General Securities Representative License (Series 7), the Uniform Securities Agent State Law Exam (Series 63), the Uniform Combined State Law Exam (Series 66), and the General Securities Sales Supervisor Qualification Examinations (Series 9 and Series 10).

Being active within her community is important to her, volunteering with Human Understanding and Growth Services Inc. (HUGS), and contributing to Helping Makes U Happy, a local charity. Melissa lives in Hampton Bays with her husband, two children and their dog. Some of her other interests are cooking, traveling and reading.