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Melissa Kolcz

Client Service Associate at Beacon Financial Planning of Cape Cod, Inc

Melissa Kolcz is currently the Client Experience Manager at Beacon Financial Planning.12 She joined the company in 2019 and has since progressed in her role.1 As Client Experience Manager, Melissa guides clients through the onboarding process, initiates account transfers, and facilitates client requests.2

Prior to her current position, Melissa held roles such as Client Service Associate and Marketing Coordinator.5 Her professional experience also includes serving as Director of Membership and Marketing and as a Marketing Assistant/Intern in previous positions.5

Melissa is actively involved in the company's activities, including organizing free seminars for clients and their families on topics such as Social Security.6 She has expressed gratitude for her team at Beacon Financial Planning, indicating a positive work environment.3

Beacon Financial Planning, where Melissa works, is a financial planning and investment management firm focused on providing objective advice with compassion, collaboration, trust, and integrity at the core of their business model.4

Highlights

Jan 1 · ccyp.org
Cape Women's Leadership Initiative
Beacon Financial Planning: Investment Management Services
Beacon Financial Planning: Investment Management Services
Our Team | Beacon Financial Planning
Our Team | Beacon Financial Planning
Beacon Financial Planning - Greater Hyannis Chamber of Commerce

Related Questions

What specific responsibilities does Melissa Kolcz have as a Client Experience Manager?
How long has Melissa Kolcz been with Beacon Financial Planning?
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Melissa Kolcz
Melissa Kolcz, photo 1
Melissa Kolcz, photo 2
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Location

South Yarmouth, Massachusetts