Email Melissa at firstname.lastname@example.org
Melissa is our Senior Tax Accountant and Client Relations Manager for Vaillancourt and Lefebvre Wealth Management, LLC. She serves as a liaison between the partners and their clients, ensuring excellent customer service and client satisfaction. Melissa builds loyalty through outreach, interaction, and continuous improvement of services. She assists the partners in preparation for client meetings and ensures that any follow up work is completed after the meeting. She also prepares individual, corporate and trust tax returns. Prior to joining Vaillancourt and Lefebvre Wealth Management in 2014, Melissaworked as an accountant for over 13 years and has experience across the technology, banking, financial services, and public accounting industries. Melissa earned a Bachelor of Science degree in Business Administration with a concentration in Accounting and Management Information Systems from the University of Massachusetts Lowell and a Master of Business Administration (MBA) degree from Suffolk University. She holds a series 6 securities registration and a life, accident, and health license.