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Melissa Tofanelli

Melissa L. Tofanelli
Client Relationship Manager

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Melissa Tofanelli graduated with a Bachelor of Science degree in Environmental Science from the University of South Florida. She is familiar with our operation because she has worked part time off and on for Code Smith Financial since she graduated from high school. She put herself completely through college working at a local restaurant and joined us full time in April 2009. To better serve the needs of our firm’s clients, Melissa became a licensed insurance agent in April 2010.

Melissa’s past experience in juggling her hectic school and work schedules gives her an advantage in performing her duties at Code Smith Financial. She has a dual role in that she is responsible for customer service, client management, meeting coordination, proposal and illustration preparation, and other administrative duties as well as assisting in the Employee Benefits area with claims, enrollment processing, and the Employee Benefits website.

Melissa enjoys fishing, sports, motorcycles, and spending time with her husband, son, and her chocolate lab, Calli.

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Securities, investment advisory services, and financial planning offered through qualified registered representatives of MML Investors Services, LLC. Member FINRA and SIPC. Supervisory Office: 4830 West Kennedy Blvd., Suite 800, Tampa, FL 33609 (813) 286-2280. Code Smith Financial, LLP is not a subsidiary or affiliate of MML Investors Services, LLC, or any of its affiliated companies.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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CRN201801-199232