Melissa de Rozario provides comprehensive investment consulting, financial planning and wealth advisory services to individuals and families. She has helped her clients pursue their financial goals for more than a decade. She is committed to long-term client relationships and strives to deliver exceptional service. She listens carefully to client goals, values and aspirations and works attentively to help her clients plan for their financial objectives.
Before joining M3 Investment Services, Melissa worked at Morgan Stanley and JP Morgan Securities where she gained knowledge and valuable experience. She brought her extensive planning and organizational skills that have proved valuable in helping our firm meet the growing requirements of today’s financial investor.
Melissa attended Northwood University in West Palm Beach, Florida where she graduated with honors earning a Bachelor of Business Administration in Marketing and Management. Outside of M3, Melissa is an active member of The Junior League of Detroit women’s group and enjoys her free time giving back to the community. She also enjoys spending time with her family, fitness activities, boating and outdoor adventures.
She looks forward to creating your financial road map and helping you toward your financial finish line.
Melissa has also received the designation of Accredited Investment Fiduciary® which is a professional certification for financial advisors demonstrating specialized knowledge in fiduciary standards of care and a commitment to acting in their clients' best interests.