Melissa Perry

Head of Business Development

As Head of Business Development, Melissa works with RIAs across the United States. She has 15 years of experience partnering with wealth managers to help them adopt innovative products and technologies. Prior to Flourish, Melissa was one of the first employees at iCapital Network, where she helped build the RIA client base nationally. Prior to iCapital, she was an Institutional Sales Executive at FactSet Research Systems, where she was responsible for growing their footprint on several of the firm’s key accounts.

Melissa holds a BS from Cornell University where she majored in Applied Economics. She is a CFA Charterholder and holds Series 7 and 63 licenses.

Fun Fact: Melissa played varsity tennis in high school and, after a 20 year hiatus, has just restrung her racquet and is ready to get back on the court.

Back

Flourish is an online platform through which investors can access financial services and products. Flourish’s offerings are provided by different entities and are subject to different terms, investor protections, and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies LLC, where applicable, and to Flourish Insurance Agency LLC in its capacity as a licensed insurance producer providing insurance services related to such platform. Flourish Insurance Agency LLC does business in California under the name Flourish Digital Insurance Agency. An annuity is an insurance contract. Annuities shown on the platform are sold through Flourish Insurance Agency LLC, a licensed insurance producer, with offices in Jersey City, New Jersey, and are issued by one or more approved licensed life insurance companies. The Flourish entities mentioned above are affiliates. Flourish Cash and Flourish Annuities accounts are separate accounts and only assets in Flourish Cash accounts may be eligible for protection by the FDIC or SIPC. Please review the Legal section of our website, and the disclosures provided with each Flourish service or product, for further information. If you were introduced or invited to Flourish by an investment advisor or other third party, please be aware that, unless otherwise disclosed to you, they are not affiliated with any Flourish entity. The role of the investment advisor or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in your terms of service. © 2024 Flourish. All rights reserved.