Melissa Raimundo, CFP®, CPFA®
Managing Director, Wealth Advisor
- 11+
- Years of
Experience
Melissa Raimundo, CFP®, CPFA® is a Managing Director and Wealth Advisor with more than 10 years of experience helping individuals and families navigate their most important financial decisions. She is passionate about building lasting relationships and creating personalized wealth management strategies that reflect each client’s unique goals, values, and vision for the future.
Before joining First Manhattan in 2025, Melissa served as Senior Vice President and Senior Relationship Manager at Beacon Trust, and previously held client advisory roles at BBR Partners, Wells Fargo, and J.P. Morgan Private Bank.
Melissa earned her MBA in Finance from Rutgers University and graduated magna cum laude from Syracuse University with a BA in Economics, International Relations, and Spanish. She holds the Certified Financial Planner® (CFP®) and Certified Plan Fiduciary Advisor (CPFA®) designations and is fluent in Spanish and Portuguese.
Outside of work, Melissa finds joy in spending time with her husband, their two children, and the family dog. She loves reading, golfing, exploring new places, and giving back to others—both in her community and through her work as a trusted advisor.