Melissa A. Ciotoli, CFP®

Melissa A. Ciotoli, CFP® is a Wealth Advisor who joined Price Financial Group LLC in September of 2011.  She provides financial, retirement and estate planning services as well as wealth management services to her clients. She comes to PFG from 4 years at Morgan Stanley Smith Barney in Westport. Her focus is on clients going through a transition in their lives – divorce, the loss of a spouse, retirement or job change, or the sale of a business.
 

Melissa graduated from the Wharton School of the University of Pennsylvania, earning a BS in Economics. After graduation, she headed to New York City to work in investor relations at a commercial bank.  During her 9 years of working with institutional investors and money managers, she began to develop her view of how she could best help individuals and their families. 

After choosing to take some time off to stay home raising her two children, she returned to work in finance, but in a capacity that would allow her to use her financial skills and experience to help people. Melissa earned her CERTIFIED FINANCIAL PLANNER™ certification and was named a Five Star Wealth Manager in the August 2011 issue of Westchester Magazine.*  She holds the Series 7 and 66 registrations as well as life, accident, and health insurance licenses.
 

Melissa has lived in Westport for 17 years with her two children and believes strongly in giving back to the community. She is on the Professional Advisory Board of AmeriCares, and has served as a Westport /Weston Chamber of Commerce Ambassador. She pursues her passion for singing by performing with bands and an acapella group. In her spare time, she enjoys running, tennis and traveling.

You can reach Melissa at mciotoli@pricefinancialgroup.com

*The FIVE STAR Best in Client Satisfaction Wealth Manager Program is conducted by Crescendo Business Services LLC. (Crescendo). The rating was awarded to less than 2% of the wealth managers in Westchester County, NY, for the year 2011. 
Each wealth manager was evaluated based on surveys conducted with over 113,000 consumers as well as over 16,300 financial professionals, and are evaluated across nine different attributes-customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction.  Both favorable and unfavorable evaluations are incorporated in to the overall evaluation score.  Each wealth manager is also reviewed for regulatory actions, civil judicial actions, and customer complaints as reported to FINRA.
 

The FIVE STAR Wealth Managers do not pay a fee to be included in the research or final list of Wealth Managers.  The score reflects an average of all respondents and may not be representative of any one client's evaluation. Working with a FIVE STAR Wealth Manager does not guarantee future investment success