Melissa Tofanelli graduated from the University of South Florida with a Bachelor of Science in Environmental Science. She worked part time with us periodically from the time she graduated from high school beyond her college years and joined us full time in 2009. Melissa is integral to our financial planning and wealth management practice, as she is responsible for coordinating all investment account processes, including: account opening, transfers, account changes, and performance reports. She also oversees the loading of client data into our financial planning system and maintaining the client profile.