Melissa Restivo, MBA, AAMS®, FPQP®
Advisor Associate
As an Advisor Associate in Wealthspire’s Seattle office, Melissa works closely with clients and advisors throughout the financial planning process. Known for being reliable and organized, Melissa takes particular pride in following through on commitments and making the client experience feel personal and seamless. Prior to joining Wealthspire, Melissa was a Client Service Specialist with Private Ocean Wealth Management. Her background in both wealth management and human resources has shaped her people-first approach and ability to build meaningful relationships with clients and colleagues. Melissa earned a Bachelor of Arts in Society, Ethics and Human Behavior and a Certificate in Human Resources Management from the University of Washington, as well as an MBA from Pacific Lutheran University. She is a Financial Paraplanner Qualified Professional™ (FPQP™), an Accredited Asset Management Specialist℠ (AAMS®), and holds the Series 65 license.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
