Office Assistant/Business Development
Meilene holds a B.A. in Graphic Design from Florida Atlantic University in Boca Raton, FL. She developed her skills in Graphic Design for several years before incorporating Instruction Design, creating Medical Educational CEU Modules for Students completing their Residency Programs. Meilene entered the world of finance as a Mortgage Loan Coordinator with Regions Mortgage before transitioning to Office Assistant and Business Development Coordinator with Glen Morris Financial.
Meilene works with clients utilizing a broad range of services and resources. She builds strong relationships with clients by offering her knowledge and services with a caring, personal touch. One of Meilene’s primary focuses is helping clients to gather and organize pertinent information to develop their unique personalized Financial Plan. Her inviting personality makes her easy to communicate with, which makes her perfectly suited for her role in providing clients with the high level of service they deserve.
Meilene also focuses on working with Financial Advisors in Business Development as well as maintaining and developing the overall Office Management. Her previous experience in Design and Marketing comes into play for growing the office clientele and developing the offices’ presence via social media.
Outside of work, Meilene enjoys swimming, snorkeling, and playing golf whenever she can. She loves being in South Florida enjoying the sun and beaches, as she grew up on the tropical Island of Trinidad in the Caribbean. She has recently taken up playing the guitar and is also learning to surf, when Florida’s rare surf is up!