Melanie M. Russi In addition to her role as office manager, Melanie is a Certified Financial Planner™. The requirements for attaining the CFP® designation include completing a rigorous course of study, passing a comprehensive examination, having at least 3 years experience in the financial planning process, and agreeing to abide by a strict code of ethics and professional conduct. CFP® practitioners must complete continuing education each year to stay current with developments in the profession and better serve clients. Melanie specializes in offering comprehensive financial planning services to her clients and providing exemplary ongoing service to them. Melanie has a Bachelor’s degree from Ohio University. She holds Series 7 (General Securities Representative), 24 (General Securities Principal) and 63 (Uniform Securities Agent State Law Exam), securities registrations with LPL Financial, as well as and life, health and disability insurance license and has over 20 years experience in the financial planning profession. Melanie resides in Dover, Ohio with her husband Steve. They enjoy time away from work by spending time with their grandchildren, walking and watching sports. Email: mrussi@nfa.bz |

