Melissa Goldstein
MARKETING CONSULTANT
Business expertise at its finest
Melissa brings her impressive background in financial services marketing to the firm, helping us deliver timely and valuable insights to our clients.
Before joining Schneider Financial, Melissa spent nine impactful years at American Express, where she tackled everything from pricing strategy and product management to client development and customer marketing. Her well-rounded experience across the business helps us deliver valuable guidance and fresh market perspectives.
A proud graduate of the Wharton School of the University of Pennsylvania, Melissa earned her Bachelor of Science in Economics with dual concentrations in management and legal studies. She now resides in Short Hills, New Jersey, with her husband, son, and daughter, seamlessly balancing family life with her passion for delivering exceptional client service.
Schneider Financial Management LLC
1585 Springfield Ave | Maplewood, NJ 07040
1099 Mount Kemble Ave | Morristown, NJ 07960
Check the background of your financial professional on FINRA’s BrokerCheck.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations.
Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS), as affiliate of Kestra IS. Schneider Financial is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Copyright 2025 Schneider Financial
Phone: (973) 683-1100