Jacky Melendez

Jacky plays a vital leadership role at Lifetime Advisors Group, ensuring that every client experience is seamless, thoughtful, and well-coordinated from start to finish.

As Client Service Manager, she oversees client relationships and works closely with the team to ensure that planning strategies are carried through with clarity and consistency. Jacky helps make sure that nothing falls through the cracks and that clients always feel informed and supported.

In her role as Business Development Lead, Jacky is also focused on helping the firm grow through client engagement, educational workshops, and meaningful connections. She is often the bridge between planning and action—turning strategy into a clear path forward for clients.

Jacky is known for her strong relationships, her ability to problem-solve, and her commitment to helping clients feel confident in every step of their financial journey.