Today, Wealth Strategies & Management LLC (WS&M) welcomed Melisa D.B. Mersini to their team of financial professionals in the capacity of Vice President and Financial Advisor. Mersini brings with her a distinguished track record of experience in the financial services industry, most recently at PNC Investments Pocono Division where she worked for the past 12 years. Prior to PNC Investments, Mersini worked for seven years at Northwestern Mutual Life Insurance. Mersini has been a member of the Pocono community since 1993. She attended both DeSales University in Allentown, PA, and the University of South Carolina.
“I am extremely excited to be joining the Wealth Strategies & Management LLC team,” expresses Mersini. “My role with the organization will allow me time to focus on research, service, and client relationships. I am also enthusiastic about working as a partner with LPL Financial as they offer a robust platform of investment choices, insurance products, and research tools which I feel confident will be of value to my clients.”
Wealth Strategies & Management LLC has emerged as leader in the Northeast Pennsylvania financial services market, as evidenced by its rapid growth since its inception in August 2012. In November 2012, Thomas Byrne, former bond trader and fixed income strategist at Citigroup Global Markets, joined Wealth Strategies Management & Management LLC as Director of Fixed Income. Wealth Strategies & Management LLC offers a unique approach to financial services, providing the depth of resources most associated with a large firm and combining it with the personalized customer service expected of a boutique advisory firm. Led by David M. Dahan, CRPC®, Senior Portfolio Manager, and Kevin Yurko, CFP®, CRPC®, CRPS®, CERTIFIED FINANCIAL PLANNERTM, the Wealth Strategies & Management LLC team brings with it a combined 71 years of financial services experience.
Wealth Strategies & Management LLC (WS&M) offers a comprehensive suite of financial services to their clients geared toward providing a complete picture as to either their individual or business financial health. WS&M services include financial planning, cash flow analysis, estate planning, retirement, and business services, among others. WS&M’s business philosophy centers on organizing, analyzing, managing and distributing client assets in an understandable and accessible manner consistent with specific client objectives and financial goals. Currently WS&M services a broad range of clientele across 23 states including pre-retirees, retirees, professionals, and business owners.
For more information on Wealth Strategies & Management LLC, please visit their website at www.wealthstrategiesandmanagement.com or contact them directly by phone at 570-424-1555. Wealth Strategies & Management is located at 907 Main Street, Suite 102, Stroudsburg, PA, 18360.
The LPL Financial representatives associated with this press release may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, HI, IL, MA, MD, ME, MI, NC, NJ, NY, PA, RI, SC, TN, TX, VA and WA.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, LLC, a registered investment advisor. Private Advisor Group, LLC and Wealth Strategies & Management, LLC are separate entities from LPL Financial.