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Angela Melfi

Director of Operations at Platt Wealth Management

  • LinkedIn

As the Director of Operations at Platt Wealth Management, I endeavor to create the most meaningful client experience for every client who calls, emails, or visits our office. With over fi...

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PLATT WEALTH MANAGEMENT

PLATT WEALTH MANAGEMENT

  • description Description
    Inspiring financial confidence with custom financial planning and personalized investment management.
  • Employees count Employees 1-10
  • Revenue Revenue 10 Million to 25 Million
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Platt Wealth Management Org Chart and Mapping

Employees

Kim Stimson

Client Services Associate

Angela Melfi

Director of Operations

Jeffrey Platt

Senior Financial Advisor and Chief Investment Officer

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