Melissa Ciotoli, CFP®, CDFA®
Managing Director & Senior Wealth Advisor
Melissa is a Managing Director and Senior Wealth Advisor at GYL Financial Synergies. She works closely with clients and their families to help them achieve their financial goals, advising on investment management, financial planning, and asset allocation. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Divorce Financial Analyst® professional. Melissa is also experienced in working with clients who need advice before, during, and after divorce, and is a member of GYL’s Investment Policy Committee.
Melissa brings over 25 years of experience in financial services. Prior to GYL, she was a Senior Wealth Advisor at Resnick Advisors, and has previous experience at Morgan Stanley, Price Financial Group and Barnum Wealth Management. Melissa received a B.S. in Economics from The Wharton School of the University of Pennsylvania. She is a current member of the Estate Planning Council of Lower Fairfield County,
Outside of the office, Melissa enjoys singing, golf, pickle ball and spending time with her family.