Richards, Meli & Associates

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


close

Team photo for Richards, Meli & Associates
Team photo for Richards, Meli & Associates

View Larger


Advisors

Stephen T Meli

CFP®, ChFC®, CMFA®, APMA, CRPC

Private Wealth Advisor

Visit Stephen T Meli's website

Anthony Barber

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Anthony Barber's website

David Richards

CFP®, APMA

Financial Advisor

Visit David Richards's website

John D Lentz

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit John D Lentz's website

Alan Shannon-Breslin

CPA, CFP®

Financial Advisor

Visit Alan Shannon-Breslin's website

H J Cook

CFP®

Financial Advisor

Visit H J Cook's website

Lourdes M Visperas

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Lourdes M Visperas's website

Mary Zwarych

CFP®, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Mary Zwarych's website


Team

Erica L Spiegel

Erica L Spiegel

Business Development Manager,

Chief Operating Officer of Richards, Meli & Associates
Kristy Muffley Gable

Kristy Muffley Gable

Client Service Specialist

Pierce Giancaterino

Pierce Giancaterino

Investment Manager

Jennifer Cassiano

Jennifer Cassiano

Client Service Coordinator

Autumn Marrero

Autumn Marrero

Marketing Specialist

Elizabeth A Holdridge

Elizabeth A Holdridge

Client Service Coordinator