melissa-j-lonie_922196871e9f4b818edb3ba800ac6be2

Melissa J. Lonie

Financial Services Professional

MBA

Biography

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

I have 20 years of combined business experience in a variety of industries including Mortgage Lending, Pharmaceutical, Homebuilding, Civil Engineering and Academia.  My previous positions as Professor, Compliance & Project Manager, Sales Professional, Managing Director and Director of Quality and Training have prepared me for this role with MassMutual Greater Philadelphia.  I obtained my Executive MBA from Drexel University which provided me with the knowledge needed to manage and run my own business.

Focus Areas

  • Business Owners
  • Insurance Strategies
  • Risk Management Strategies
  • Estate Planning
  • Retirement Income Planning
  • Charitable Giving
  • Group Benefits
  • Business Succession Planning

Languages

  • English

CRN201912-180567

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