2nd Vice President, Agency Control Officer
Melanie Werling is 2nd Vice President and Agency Control Officer with Planning Alliance. She oversees the compliance requirements of the firm as mandated by FINRA and the SEC and is a Registered Principal.
Melanie joined the firm in 2008 beginning as the Equity New Business Desk Manager pivoting to Agency Control Officer in 2011.
Melanie enjoys spending time at the beach with her husband, two sons, and their dogs.
Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Planning Alliance is not an affiliate or subsidiary of PAS.