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Kerri Aleksiewicz Melley, MBA
Financial Planner One West Boylston Street, Suite 101
Phone: (508)890-6205 KERRI ALEKSIEWICZ MELLEY, MBA A professional to help you design life-long financial plans that help you achieve your financial goals. Recognizing the increasing financial responsibility that most of today’s women face, she is dedicated to helping them achieve financial security. Financial planning is an ever-evolving and complex process. Kerri Melley is recognized as a seasoned advisor who is dedicated to educating her clients on sound financial principles that ensure their long-term financial success. Her approach to financial planning is to develop personal and lifelong relationships with her clients in order to understand their unique situations and goals. Clients appreciate her willingness to work collaboratively with their other professional advisors, including attorneys and CPAs, to manage the design and implementation of a clear, comprehensive plan for financial success. Kerri has consistently been honored by her firm as a Leader’s Conference producer. Recognizing that today’s women face a unique set of challenges, Kerri is passionate about helping them grow and preserve their wealth, while building their confidence in planning and managing their financial lives. Prior to entering financial services Kerri honed her skills in strategic planning and relationship management as a development professional for several organizations, most notably the Boston Symphony Orchestra and the Eastman School of Music. She specialized in working with high-net worth individuals interested in giving to these institutions through endowment and legacy gifts. Kerri resides in Worcester, MA with her husband Neal and their children Tim and Sarah.
MEMBERSHIPS & · Women’s Initiative of the United Way of Central MA – Member, Volunteer · Leading Women MASS – Advisory Board, Member, Ambassador · Girls Incorporated of Worcester – Volunteer · Bancroft School, Worcester, MA –Alumni Council, Class Agent, Parent · Worcester State Foundation – Board Member
EDUCATION & · Boston College – Master of Business Administration degree · Connecticut College – Bachelor of Arts degree in Psychology-based Human Relations · Bancroft School – Graduate · Series 7, 66, and Life, Accident and Health Insurance licensed
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About Us
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One West Boylston Street, Suite 101 Phone: (508) 890-6200 |
New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities.
Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor.