MICHAEL MELONE - Key Persons
Professional: Spencer began her career with Equitable Advisors (formerly AXA Advisors) in 2018, upon graduating from Southern Illinois University Edwardsville with a dual Bachelor of Science Degree in Economics and Finance. Her current role involves assisting the advisors in their day to day operations, fostering client relationships, and handling marketing related business activities. Spencer works hand in hand with the financial consultants to ensure that client's needs are met and taken care of in a timely fashion.
Personal: Spencer grew up in the south suburbs of Chicago with her parents and three brothers, and currently lives in Streeterville with her husband, Josh. In her free time she enjoys: pretending she's Joanna Gaines and renovating/decorating any space that she can get her hands on, watching her adorable niece and nephews, traveling to new countries (she hopes to add number 16 to her list this year), and watching her youngest brother play baseball at the University of Notre Dame. Spencer's greatest joy in life is spending time and making memories with her family.
Spencer Pericht offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.
Professional: Zach started his career with his current broker dealer, now Equitable Advisors, in 2016 and focuses on working with retirees, pre retirees and young professionals throughout the country. He entered the financial planning world with the desire to use his analytical skills to make a difference in client's lives. Finance is extremely personal, and at times, intimidating. His goal is to give objective advice, in an easy to understand and modular manner, which allows clients to break down their goals and objectives into simple and attainable steps.
Qualifications: Zach holds a Bachelor of Science degree from Miami University (of Ohio) with concentrations in Finance and Entrepreneurship. In addition to his college degree, he holds the following licenses, titles and designations: