Melissa McIsaac, CRPC® CPFA®
Financial Advisor/Compliance Coordinator
Melissa McIsaac has been with Georgetown Lawley Group since January, 2000. She maintains 31 states registrations and holds the FINRA series 6, 7, 24, 63, and 66 designations, as well as the MSRB series 51 designation. She also holds her New York Insurance Representative license. Melissa began her career as Ron Migliore’s assistant and has worked side-by-side with Ron since 2001. She is the Compliance Coordinator for the office and frequently works with Osaic Wealth, Inc.to stay on top of the ever-changing compliance standards in the industry. Melissa is a Financial Advisor for the ‘Georgetown Edge’ and the ‘J Curatolo Groups,’ as well as the Director of Operations for the Migliore Group.
Melissa attended Erie Community College and SUNY Buffalo State. She holds the Chartered Retirement Planning Counselor® certification from the College for Financial Planning®, focusing on clients' pre and post retirement needs, as well as issues related to asset management and estate planning. In addition, she holds the Certified Plan Fiduciary Advisor® credential from the National Association of Plan Advisors. A Certified Plan Fiduciary Advisor (CPFA) is a financial professional that demonstrates expertise and experience working with retirement plans.
After 5pm…
Melissa lives in Elma with her husband, Eddie, and daughters, Kayli & Kelsey. She enjoys spending time with family and attending her daughter’s gymnastics meets. She is currently a co-leader for both daughters Girl Scout Troops. Her family also spends their free time caring for their horses, goats, pigs, chickens, and rabbits on their “hobby farm”.
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