Melissa Cook & Kate Wilson Join Ciccarelli Advisory Services
OUR CAS TEAM IS PLEASED TO WELCOME TWO NEW
CLIENT SERVICES TEAM MEMBERS TO OUR FAMILY-FOCUSED FIRM!
Melissa Cook will be responsible for opening new client accounts, processing updates and distributions to existing accounts, and providing continuous support to clients of Ray Ciccarelli and Samantha Webster.
Melissa joins our team with more than three years of professional experience. Prior to joining CAS, Melissa worked for Remedy Partners as a management consultant and also worked for GlobeTax Services, where she handled cross-border withholding investments and managed portfolios as part of the Reclaim Services team.
She earned her Bachelor’s degree in Business Administration (concentration in finance) from Ithaca College, where she was also a Flora Brown Scholar and winner of the PricewaterhouseCooper’s Case Challenge.
Born in Texas, Melissa grew up in Macedon, NY, with her father and grandparents. In her free time, she enjoys traveling, athletic training, gymnastics, and skiing. She has a special passion for cheerleading, having spent most of her childhood traveling across the country as part of a competitive cheer team and having competed in the Cheerleading World Championships for four consecutive years!
Kate Wilson will play a key role in anticipating and responding to clients’ needs: servicing accounts, processing client updates and requests, and preparing and tracking paperwork for Ray Ciccarelli and Samantha Webster.
Prior to joining CAS, Kate worked as a public school teacher for two years, followed by two years of experience as an Associate Financial Representative for Northwestern Mutual. She earned her Bachelor’s degree in English and Education from Grove City College, and she completed her Master of Education in Reading and Literacy at SUNY Geneseo.
Originally from Rochester, NY, Kate lived in Charlotte, NC, for a brief stint before returning to Rochester to be closer to family. Outside of the office, she enjoys reading, cooking/baking, running and yoga; and she is definitely a morning person!
Melissa Cook and Kate Wilson are not registered with FSC Securities Corporation or Ciccarelli Advisory Services, Inc.