Dina Mele, FPQP™

Specialties: Financial Paraplanner Qualified Professional

215-348-9393
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In Financial Services since: 1987

With Marshall since: 2004

Get to know:

Dina enjoys helping clients implement their plans. She listens to understand their needs, then helps to put things into motion. Dina also provides administrative support in the office and is one of the friendly voices you may hear when you call. Around the office, she is known as the go-to coffee maker and keeps everyone’s caffeine needs met!

If you’re a tenured client, you may recall Dina was the welcoming face and voice at the front desk before receiving her paraplanner designation in 2007. Prior to joining Marshall Financial Group, she worked at Northwestern Mutual Life Insurance for fourteen years.

Dina lives with her husband Tony, her two daughters, and her two cats. She loves the beach and getting creative in the kitchen.