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    Kerri Melley

    Check the background of this investment professional on FINRA's BrokerCheck

    About Kerri

    Financial planning is an ever-evolving and complex process.  Kerri has been recognized as an advisor who is dedicated to educating her clients on sound financial principles that help 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.

    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 her career in financial services, Kerri honed her strategic planning and relationship management skills as a development professional for the Boston Symphony Orchestra and the Eastman School of Music.  She specialized in working with high net worth individuals interested in contributing to these institutions through endowments and legacy gifts.

    Memberships and Involvements:

    • Women’s Initiative of the United Way of Central MA – Leadership Council Member
    • Bancroft School, Worcester, MA – Alumni Council President, Advancement Committee Member, Class Agent

    Education and Licenses:

    • Boston College – Master of Business Administration
    • Connecticut College – Bachelor of Arts, Psychology-based Human Resources
    • Bancroft School – Graduate
    • FINRA Series 7, 66, and Life, Accident and Health Insurance Licensed

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Kerri Melley is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 101 Federal Street, Suite 800, Boston, MA 02110, Tel: (617) 439-4389

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    Massachusetts, New Hampshire, Connecticut, Rhode Island, Maine, Louisiana, Pennsylvania, South Carolina, Florida, Wisconsin

    I am licensed to sell Securities Products in the following jurisdictions:
    Massachusetts, Rhode Island, New York, Maryland, New Hampshire, District of Columbia, Louisiana

    Kerri Melley , Worcester, MA

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