Our Team
Melissa Perez-Rizzo
With over seven years of experience in administrative support, Melissa Perez-Rizzo plays a vital role in delivering wealth management strategies at Barnett Capital Advisors. She has been a valued team member for five years and consistently contributes to the firm’s success.
As a Senior Executive Assistant, Melissa ensures that our clients receive seamless, high-quality service from the very beginning. She coordinates core administrative functions with precision. For example, she manages new account setups, oversees fund transfers, and handles day-to-day client service needs. As a result, our firm operates smoothly and efficiently.
Melissa also provides direct support to our Certified Financial Planners (CFPs) and advisors. She contributes to personalized financial planning and builds lasting relationships with our clients. Furthermore, she takes time to understand each client’s unique situation, ensuring the support they receive aligns with their goals.
Her fluency in both English and Spanish allows her to communicate clearly with a diverse group of clients. Consequently, this bilingual ability strengthens trust and enhances our ability to deliver tailored service.
At Barnett Capital Advisors, we believe the details matter. Melissa’s daily contributions directly influence how we implement and maintain effective wealth management strategies.
Do you have questions about our services or want to schedule a meeting? Contact Melissa today.