Melissa Estrich
About Melissa Estrich
Melissa Estrich serves as the Chief Administrative Officer at Venture Visionary Partners, where she manages client onboarding and oversees investment and financial planning. With a background in wealth management at UBS, she holds several securities licenses and resides in Sylvania, Ohio.
Work at Venture Visionary Partners
Melissa Estrich serves as the Chief Administrative Officer at Venture Visionary Partners, a role she has held since 2019. In this position, she acts as a direct point of contact for educating clients on account services and oversees the client onboarding process. She manages both investment and financial planning aspects of the practice, ensuring that clients receive comprehensive support tailored to their financial needs.
Previous Experience at UBS
Prior to her current role, Melissa Estrich worked at UBS as a team administrator and partner. During her tenure, she focused on wealth management and enhancing client relationships. Her experience at UBS provided her with a solid foundation in the financial services industry, equipping her with skills that she applies in her current position.
Licenses and Qualifications
Melissa holds Series 7, 63, and 65 licenses, which demonstrate her expertise in securities and investment advisory services. These licenses indicate her ability to provide clients with informed financial advice and manage investment portfolios effectively.
Personal Background
Melissa Estrich resides in Sylvania, Ohio. She has a son who serves in the Army and a daughter who is pursuing a nursing degree at Mercy College. Her family background reflects a commitment to both service and education.