Melissa Caprice

Melissa Caprice CRPC®

Paraplanner

Melissa is a CHARTERED RETIREMENT PLANNING COUNSELOR℠ professional and has both the Series 7 and Series 66 securities registrations. She assists advisors with your important requests, handles all of the paperwork and administrative details of managing your account including taking care of distributions, establishing trust accounts, opening new IRA’s, and setting up new 401(k) plan management services. Melissa earned a bachelor’s degree from Queen’s University.