Client Relations Associate
Melissa ‘Missy’ Blanco joined the Legacy Financial Planning team in the spring of 2019 and is the friendly face behind the reception desk. As the Client Relations Associate, Missy handles many of the clerical duties of the office including answering our often-hectic phone lines, greeting clients, and compiling client review reports. Though she’s been with Legacy just a short time, she has proven to be a valuable employee and is eager to learn and grow in her position.
Missy’s working background is diverse. Prior to her current position with Legacy she spent several years in customer service positions and draws upon that experience to provide outstanding assistance to both clients and staff. Since working at Legacy Missy has become a State approved CE monitor will soon be appointed as a Notary Public.
When not at the office Melissa enjoys relaxing and catching up on her favorite shows. She lives in Pittsford with her cats, Felix and Diesel.