E-mail: melissa.hertzberg@ml.com
Phone: 973.301.7795
Company: Merrill
Position: Financial Advisor
As a Financial Advisor with Merrill, Melissa is passionate about helping clients achieve their life goals through thoughtful financial planning. She graduated with Highest Honors from the College of Business and Economics at Lehigh University—an achievement recognizing her placement in the top 5% of the graduating class. Melissa applies her analytical expertise to every aspect of her wealth management practice. Whether working with individuals, families, or business owners, she takes the time to understand each client's unique needs. With that understanding, she builds a personalized financial plan and develops a tailored investment portfolio designed to achieve the client’s goals. Melissa is passionate about helping clients prepare for and navigate the financial impacts of divorce, ensuring they feel empowered and supported through one of life's most challenging transitions. Melissa takes great pride in earning her clients' trust by implementing strategies that grow and protect their wealth. Her approach is centered on delivering exemplary service, strategic guidance, and insightful advice. In addition to her client work, Melissa serves on the board of the Morristown Short Hills Market Women's Exchange, an employee network group dedicated to enhancing client service and advancing the careers of talented women through philanthropic and educational initiatives. Melissa grew up in Somerset County, New Jersey and now resides in Hoboken. Melissa enjoys cooking, discovering new restaurants, tap dancing, skiing, watching college basketball, and vacationing at the beach.
Merrill Lynch is a full service wealth management company. Merrill is a fully owned subsidiary of Bank of America and is a registered broker dealer and investment advisor. Melissa serves as a financial advisor on the Merrill Wealth Management team. She works with our clients to provide a comprehensive suite of products and services inclusive of financial planning.
Business Category: Securities & Investment
Website: https://advisor.ml.com/sites/nj/morristown-nj/melissa.hertzberg
Good Lead: 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.
LinkedIn:
https://www.linkedin.com/in/melissahertzberg