Melissa "Missy" Fierman
About Melissa "Missy" Fierman
Melissa 'Missy' Fierman serves as Senior Vice President at UBS in Aventura, Florida, where she has worked since 2013. With a background at Morgan Stanley and a degree in Business Administration from The Ohio State University, she specializes in financial planning and client relationship management.
Work at UBS
Melissa Fierman has served as Senior Vice President at UBS since 2013, accumulating over 11 years of experience in this role. Based in Aventura, Florida, she oversees operational and administrative services specifically for Constellation Wealth Management. Her responsibilities include designing financial plans that encompass retirement income generation, liability management, wealth transfer strategies, and tax considerations. Fierman also assists in the development of tactical asset allocation and portfolio recommendations tailored for individual clients, families, and business owners.
Previous Experience at Morgan Stanley
Prior to her tenure at UBS, Melissa Fierman worked at Morgan Stanley for 28 years, holding the position of Assistant Vice President from 1985 to 2013. During her time there, she developed a strong foundation in financial services and client management. Her experience at Morgan Stanley contributed to her ability to handle complex client requests and address sensitive issues that clients may find challenging to discuss with other professionals.
Education and Expertise
Melissa Fierman earned her Bachelor of Business Administration (B.B.A.) degree from The Ohio State University, where she studied Business, Management, Marketing, and Related Support Services from 1981 to 1985. Additionally, she graduated from Richmond Heights High School in 1981. Her educational background supports her expertise in financial planning and client relationship management, enabling her to effectively address diverse client needs.
Client-Centric Approach
Melissa Fierman takes pride in her client-centric approach, particularly in handling 'outside of the box' requests. She focuses on addressing problems that clients may feel uncomfortable discussing with other professionals. This unique capability allows her to build strong relationships with clients and deliver tailored financial solutions that meet their specific needs.