Melanie Cabello is a client services professional with over five years of experience in the financial industry. She brings a strong background in banking and business banking, where she supported both individual and business clients with a focus on accuracy, efficiency, and exceptional service.

In her current role, Melanie assists with processing service requests and new business submissions, working closely with financial professionals to help ensure a smooth, timely, and compliant experience for clients. She takes great pride in delivering high-quality support and understands the importance of precision and responsiveness in the financial planning process.

Melanie holds a bachelor’s degree in management from Nova Southeastern University and is bilingual in English and Spanish, allowing her to help provide service support to a diverse range of clients and advisors.