Melissa O’Malley is a Senior Vice President with Hefren Tillotson, Inc. who specializes in helping clients become and remain financially independent through traditional and fee-based relationships. Melissa offers her clients a unique blend of Professional Wealth Management and personal service. Through Hefren-Tillotson’s exclusive MASTERPLAN approach to investing, she carefully evaluates clients’ goals and objectives before recommending an investment strategy.
A member of the Hefren-Tillotson team since 1996, Melissa is a CFP® practitioner and a fully licensed Series 7, 63, and 66 advisor as well as Life, Health and Accident Insurance. She earned her Bachelor of Science degree from the Pennsylvania State University and received an Executive Certificate in Financial Planning from Duquesne University.
Born and raised in Pittsburgh, Melissa resides in the northern suburbs along with her husband and two sons. In her free time, she enjoys any outdoor activity as well as cheering on her sons at their hockey games.
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.