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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Melissa O'Malley, CFP®

Senior Vice President

Melissa O'Malley, CFP®

Senior Vice President

Location: North Hills
Phone: (724) 940-0990 x 1657

Melissa O’Malley is a Senior Vice President with Hefren Tillotson, Inc. As part of The Carlson Group, she and her partner, Kurt Carlson, specialize in helping clients become and remain financially independent through traditional and fee-based relationships. Melissa truly enjoys working closely with her clients and is always focused on providing both the utmost in service and ongoing communication with them.

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A member of the Hefren-Tillotson team since 1996, Melissa is a CFP® practitioner and a fully licensed Series 7, 63, and 66 advisor. She earned her Bachelor of Science degree from the Pennsylvania State University and received an Executive Certificate in Financial Planning from Duquesne University.

Melissa is a member of the Financial Planning Association and is also an active member of her church where she serves on the finance committee. Melissa resides in the northern suburbs of Pittsburgh along with her husband and two sons.

Melissa is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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The Carlson Group

Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.