[Fredslist] New Member Announcement NYC Breakfast & NJ/PA Melissa Herzberg

[jmines at rcn.com]

Hi Gotham Friends 



“Please welcome Melissa Hertzberg as a dual member of the Manhattan Breakfast Group and the NJ/PA Zoom Group. Melissa is a Financial Advisor with Merrill based out of Florham Park, New Jersey. She has a passion for helping individuals, families, and business owners achieve their goals. Melissa specializes in constructing personalized financial plans and investment strategies. A particular focus of hers is helping clients navigate the financial impacts of divorce, ensuring they feel supported through one of life's most challenging transitions. 




Graduating with Highest Honors from Lehigh University’s College of Business, Melissa combines her analytical expertise with a deep understanding of macroeconomics to provide clients with strategic guidance and exceptional service. Melissa serves on the board of Merrill’s Morristown Short Hills Market Women’s Exchange. Outside of work, she enjoys cooking, discovering new restaurants, tap dancing, skiing, watching college basketball, and vacationing at the beach. 




Melissa is excited to connect with fellow Gotham members and looks forward to exploring opportunities to collaborate. Please reach out to set up a conversation, whether it's to explore ways to support each other's businesses or to share recipe ideas, she looks forward to getting to know you better! 

Some of the best leads for Melissa are, 1) people seeking advice: Those going through a life transition: Divorce, Marriage, Job Change, Retirement, Inheritance, Business Sale/Exit, Business Acquisition, Property Sale, Property Purchase, Anyone who does not have a financial plan or is looking for a complimentary financial "stress test." 2) Trusted Professionals: Divorce Attorneys, Estate Attorneys, Tax Accountants - CPAs, Forensics Accountants (Business Valuations), Divorce Mediators, Mental Health Professionals, Real Estate Agents, Other professionals whose client's deal with/think about money and would benefit from a trusted advisor.” 



Melissa Hertzberg 

Financial Advisor 

NMLS registered: 2426907 



Merrill Lynch Wealth Management 

Merrill Lynch, Pierce, Fenner & Smith Inc. 

100 Campus Dr, Floor 3, Florham Park, NJ 07932 

Phone: 973.301.7795 

Mobile: 732.484.1354 

[ mailto:melissa.hertzberg at ml.com | melissa.hertzberg at ml.com ] 



Judy Mines 
jmines at rcn.com 
917.841.6521 
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