Melissa Ann Villella, CLU®, ChFC®, CASL®

Wealth Management Advisor

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Mission

As a seasoned Financial Advisor with over twenty years of experience, I believe that honesty and integrity are the foundation to building and securing personal or business goals.  I am diligent and persistent in helping my clients take responsibility for their financial well-being.  I assist my clients in discovering and working to achieve their financial goals and objectives.  I have a passion for creating relationships with my clients that will bring about positive changes in their lives that will last a lifetime.

Education 

  • Winona State University-B.S. Business Administration/Finance

Awards and Recognition 

  • NAIFA National Quality Award 2004-2007, 2010-2015
  • National Association of Insurance and Financial Advisors (NAIFA)

Professional Designations

  • Chartered Financial Consultant (ChFC®)
  • Chartered Financial Underwriter (CLU®)
  • Chartered Advisor for Senior Living (CASL®)

Million Dollar Round Table (MRDT)

I am a member of the Million Dollar Round Table (MRDT), the Premier Association of Financial Professionals.  Founded in 1927, MRDT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

MRDT's mission is to be a valued, member driven international network of leading insurance and investment financial professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

  • Million Dollar Round Table Qualifying Member 2002, 2004-2006, and 2008

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck