Melissa Romano
Paraplanner

James Craco, Certified Financial Fiduciary®Investment Advisor Representative
December 29, 2023
William McKenzie Senior Paraplanner
January 9, 2023

Melissa Romano
Paraplanner
203-793-0707 phone
203-793-0705 fax
Melissa@sam-ria.com
Visit my LinkedIn Profile

 

Melissa Romano is a dynamic and dedicated paraplanner at Sentinel Asset Management, bringing a diverse background and a passion for financial planning to her role. A proud graduate of St. Francis College, Melissa earned her Bachelor’s Degree in Physical Education with a minor in Psychology, reflecting her commitment to holistic well-being and a deep understanding of individual motivation and behavior.

With an enduring passion for fitness and an avid tennis player, Melissa understands the value of dedication, strategy, and precision—qualities that she seamlessly transfers into her professional life. Her career has spanned various roles, from shaping young minds as a teacher to navigating the complexities of the finance industry. In her prior role in the finance industry, Melissa excelled in serving a distinctive clientele, with a primary focus on military personnel. This experience was instrumental in sharpening her abilities in client service and financial administration, skills she now brings to her position at Sentinel Asset Management.

Melissa’s expertise is further underpinned by her qualifications as a holder of the CT Producers Life and Health License and as a certified Notary Public. These certifications demonstrate her commitment to continuous learning and her ability to provide a wide range of services to her clients.

Originally from Brooklyn, NY, Melissa moved to Connecticut in 2006 with her husband, embracing the community and opportunities it offers. Her journey from New York to Connecticut has been filled with growth, learning, and an unwavering commitment to achieving excellence in her field.

At Sentinel Asset Management, Melissa is excited to contribute her unique blend of educational background, professional experience, and personal zeal. She is dedicated to supporting the firm’s mission of delivering comprehensive and personalized financial planning services, ensuring that every client is well-equipped to navigate their financial future with confidence and clarity.