Stephanie started her career as an agent with New York Life in the Philadelphia area. In 2006, she took a position with Merrill Lynch in their insurance division as a Business Development Specialist, working closely with field agents and providing all their pre-sale support needs. She has been working in the brokerage community since 2008.Stephanie has worked closely with insurance carriers, brokerage advisors and financial institutions. Her experience has allowed her to bring product knowledge to the table, providing advisors with the pre-sale tools necessary to close the sale. She keeps advisors abreast of industry changes, new product ideas and provides marketing content for their clients. She is a member of FINRA, holding her Series 6, 63 and NJ Life & Health
In her current role at AXA, Melissa assists Brokerage General Agencies, Broker-dealer Firms, Banks, Point-of-Sale Specialists and Advisors with Life Insurance strategies pertaining to Retirement Planning, Long-Term Care Planning, Legacy Planning, Executive Benefits, Business Succession Planning, Wealth Management, and Estate and Charitable Planning.
Prior to joining AXA, Melissa worked for Saybrus Partners, exclusively pairing with UBS Financial Advisors. She brings a unique blend of life insurance expertise and advisory experience to her new role at AXA.
She began her Financial Services career as a Financial Advisor at Edward Jones and has held positions at Lincoln Financial Distributors as well as Merrill Lynch.
Melissa holds a Bachelor’s degree from Texas State University. In addition, she holds an Accredited Asset Management Specialist designation from the College of Financial Planning.
Asia graduated in 2015 with a BS degree in International Trade and Marketing, and is currently pursuing her MBA in Accounting. While obtaining her undergraduate degree, Asia landed an internship working directly with the CFO of Amnesty International and has been doing accounting for non-profit organizations ever since.Asia currently works at the Abyssinian Baptist Church as a Staff Accountant. She also works as a bookkeeping contractor specializing in business management, financial management, cash flow management, bookkeeping and payroll for small businesses and entrepreneurs. Her goal is to help her clients improve profitability through strategic planning, budgeting and forecasting.
Kendra Webb-Scott is an experienced online marketing professional with a proven track record driving sales and lead generation.As the Founder and Chief Marketing Strategist for Ideazio, Inc., Kendra’s passion lies in helping talented and innovative companies succeed through smarter marketing. Kendra currently chairs the NYC Salesforce.com User Group which boasts over 1600 members and holds quarterly events on CRM adoption and best practices. Kendra joined the NYC Chapter two years ago and immediately jumped in to head the Marketing Committee. She was the Chapter Vice President last year She is a graduate of Columbia University and holds a B.A. in Psychology and American Studies.
Petia A. Abdur-Razzaaq
Marketing & Membership.
WIFS is committed to our mission to attract, develop, and advance the careers of women in the insurance and financial services industry. Join the NYC Chapter today to gain access to our wonderful member benefits.