Melissa Reider has been a professional in the securities industry since 1980. She began her career with the prestigious firm, E.F. Hutton where she managed individual and retirement investment accounts. Her area of experience is helping individuals and families understand the complicated investment industry and focus on their financial goals. She helps clients reach their objectives through investment planning and asset allocation strategies for pre-retirement and during retirement. She follows a disciplined investment management process and creates customized strategies with continual monitoring and regular reviews to ensure that the investments are consistent with any change in the client’s situation or needs. In addition to money management, she also has an extensive background in the operations of a brokerage firm. This assures that in addition to the professional financial supervision of your account, the functional details of your account are also efficiently managed.
Melissa holds a General Securities registration, Series 7 and is a General Securities Principal, Series 24 registration. She is licensed to sell life and health insurance and annuities in the State of Ohio. She is also an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser.
In this ever changing market environment, an independent advisor is best suited to offer you the products, stability and service today`s investor requires. With over 30 years of investment experience, she is committed to helping people understand the financial process to make better financial decisions.