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Emilio J. “Mel” Senesi, Jr., AIF®, PPC®, CFP®, ChFC®, CLU®

Emilio J. “Mel” Senesi, Jr., AIF®, PPC®, CFP®, ChFC®, CLU®

401 (k) Advisor

After receiving a Bachelor's Degree from The University of Rhode Island, Mel Senesi entered the financial services arena and has been working in the industry ever since. Mel's current practice is largely focused on retirement plans. He works with a diverse client base of closely held businesses and non-profit organizations. Mel joined Ivy Retirement Solutions to provide services to 401(k), and ERISA 403(b) plans. He works with plan sponsors to help design plans that address the needs of their employees and he implements procedures that assist the plan sponsors in managing the fiduciary responsibilities pertaining to these participants directed investment retirement programs.

Mel earned a Bachelor of Science in Industrial Engineering from the University of Rhode Island. Currently, he maintains the Professional Plan Consultant® (PPC®), Accredited Investment Fiduciary® (AIF®), the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. He is an Investment Advisory Representative holding his FINRA Series 6, 22, and 63 registrations through Cetera Financial Specialists, as well as being licensed for Life, Accident and Health Insurance. Mel also holds his Series 65 through The Patriot Financial Group.

Mel resides in Cranston, RI with his wife Debbie, has two adult sons, and he and Debbie are the proud grandparents of three granddaughters.

"We at Ivy Retirement Solutions have a vested interest in our clients' success with their retirement plans. As a member of the team at Ivy Wealth Management, Inc., our mission is to help employers provide a positive experience for their employees in their efforts toward preparing financially for retirement. At the same time, we help employers in understanding their fiduciary obligations as plan sponsors and assist them by implementing procedures for successful stewardship of these plans."

Ivy Retirement Solutions is a specialty practice of Ivy Wealth Advisors