Jacky Melendez

Jacky Melendez

Client Care Specialist, Office Manager

Born in Rhode Island and raised in Puerto Rico, Jacky is fluent in both English and Spanish. She returned to the U.S. to proudly serve in the United States Army.


Her 10 years in the financial services industry has been rewarded with a passion to serve the Hispanic Community through her bi-lingual background. With excellent skills in customer service, many clients have become more than just business-as-usual to Jacky. She considers them family.

“I always do what is in the best interest for the client and work with them to develop a safe and comfortable financial plan” says Jacky proudly.

In her free time, Jacky is a volunteer director for a non-profit to help kids participate in extracurricular activities. She enjoys spending time with her husband, and their two daughters, who are competitive dancers.