Melissa Ciotoli
Senior Wealth Advisor at Focus Partners Wealth
- Role
- Managing Director & Senior Wealth Advisor at Focus Partners
- Location
- Westport, CT, US
- LinkedIn followers
- 500 followers
About Melissa Ciotoli
Melissa joined GYL Financial Synergies in 2017. She works closely with clients to help them achieve their financial goals, advising on asset allocation, investment management and financial planning. Melissa is also experienced in working with clients who need advice before, during and after divorce.Melissa brings over 25 years of experience in financial services gained from Morgan Stanley Smith Barney, Price Financial Group and Barnum Wealth Management.She holds the CERTIFIED FINANCIAL PLANNER™ certification and Certified Divorce Financial Analyst designation. Melissa earned a BS in Economics from The Wharton School of the University of Pennsylvania. She is a member of the Estate Planning Council of Lower Fairfield County and volunteers with the CT Money School.
Experience
Managing Director & Senior Wealth Advisor
Nov 2024 — Present · Westport, CT, US
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC\'s website at What I post here is my opinion, not the opinion of my employer. This information is provided for general information purposes only and should not be construed as financial, tax, or legal advice.
Education
The Wharton School, University of Pennsylvania
BS in Economics
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