Georgetown Lawley Group, a financial advisory firm, is pleased to announce Melissa McIsaac, Compliance Coordinator, has attained comprehensive applied knowledge in essential financial planning as a Chartered Financial Consultant® (ChFC®).

The ChFC® designation, conferred by The American College of Financial Services, is an industry-recognized mark of excellence that demonstrates a financial advisor’s breadth and depth of knowledge in the most important areas of financial planning. This includes an education in a number of areas such as insurance, taxation, retirement, estate planning, behavioral finance, non-traditional family structures, small business planning, and more.

“I believe education is not something you complete, but something that is ongoing. There is always new material to learn, and this industry is certainly no exception. I hope to continue being the best I can for my clients by utilizing what I have learned in the past, while looking forward to new education opportunities in the future. This designation is a testament to that belief,” says McIsaac.

Within today’s complex financial markets and even more complex familial and individual situations, Americans need comprehensive financial advice applicable to their needs. With the ChFC®, McIsaac has proven a commitment to meeting the needs of all Americans and joins an elite group of financial advisors qualified to assist clients in developing comprehensive financial plans that are suited to their financial and personal needs.

 “Georgetown Lawley is extremely proud of Melissa and all of her accomplishments. This certification is a testament to her dedication to her clients.  She has been with the firm for over 24 years and continues to be a valuable asset to both the firm and her clients throughout her tenure,” says Joseph V. Curatolo, President of Georgetown Lawley Group, LLC.

A ChFC® has partnered with The American College of Financial Services, an accredited institution committed to meeting the financial needs of all Americans. The College is the nation’s largest nonprofit educational institution devoted to financial services professionals and has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs.

ABOUT GEORGETOWN LAWLEY

Georgetown Lawley is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow and conserve our clients’ wealth as we strive to deliver an unprecedented level of personalized service. The firm, Georgetown Capital, was founded by Joseph V. Curatolo in 1987 to give investors independent financial advice, not part of a national chain-store brokerage firm that often gives cookie cutter recommendations to fulfill their corporate agenda. Georgetown Capital partnered with Lawley in 2022, forming the new division, Georgetown Lawley Group.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.