Kristina M. Mello, MBA
Financial Planner and Compliance Associate
“Realizing the tremendous value that financial planning provides, I’m passionate about helping clients navigate important questions and concerns in various stages of their lives.”
Kristina Mello serves as Financial Planner and Compliance Associate for StrategicPoint Investment Advisors, working closely with our advisors to help deliver tailored strategies to our clients’ ever changing needs.
Kristina brings with her more than ten years of financial services experience. Prior to joining StrategicPoint, she held various roles at J.P. Morgan, Bank of America and Merrill Lynch, including a background in client service and operations, credit and lending, and practice management.
Kristina graduated from Emmanuel College in 2007 with a double B.A. in Spanish & Global Studies and obtained her Global MBA from Suffolk University in 2016. She holds the RI Life and Health Insurance Producers Licenses. She has had the opportunity to travel around the world, for both personal & academic growth. In her spare time, she enjoys traveling, dancing, and spending time with family & friends.