Strategic Financial Services, LLC

Melissa L. Cummings

Client Relationship Manager
Alan R. Leist Planning Group, Inc.

Email: mcummings@investstrategic.com

Experience, Education and Community Involvement

Melissa L. Cummings joined Strategic in 2007. Melissa is a Client Relationship Manager and specializes in the areas of financial and estate planning.

Experience
Corporate Finance Manager for a local telephone company. Melissa specialized in the financial, managerial and operational issues of the organization.

Education

Bachelor of Science degree in Business Administration and Accounting, SUNY Institute of Technology
Graduate of the Leadership Mohawk Valley program

Community Involvement
Past:

Member of the Board of Directors of the Utica Industrial Development Corporation
Member of the Mohawk Valley Chamber of Commerce Small Business Council
Member of the United Way of Greater Utica's Allocations Committee

"I joined Strategic in 2007 to pursue a career in the financial services sector. I chose Strategic for the same reasons many of our clients do; their uniqueness. We are small enough to offer customized solutions to satisfy each individual client's investment needs, yet we possess the professional strength offered by larger investment firms.

In most firms, financial planning, research and investment expertise are many layers removed from the client. At Strategic we place expert knowledge and executive talent on the front line with our clients. With customized financial planning and individually-tailored investment strategies, we gauge our success one client at a time."