Bilingual financial advisor joins Qualified Plan Advisors to meet firm’s growing demands of diverse clientele
Veteran financial advisor Marco Melero brings bicultural experience to Dallas office for clients across the nation
Dallas, Texas (Oct. 3, 2017) — To meet the needs of a growing community within its client base, Qualified Plan Advisors (QPA) announces the addition of bilingual financial advisor Marco Melero, who will be based out of QPA’s Dallas office.
Melero specializes in working with plan sponsors to provide strategic solutions to plan design and service. His cultural sensitivity builds stronger relationships and provides more opportunity to assist Hispanic participants.
“There is a growing Hispanic community in this country, and I’m excited to join the team at QPA and develop the best possible plan for success for our clients here and across the country,” said Melero. “I am thrilled to be joining a team who, like me, is also focused on improving participant outcomes through education and plan design.”
Prior to joining QPA, Melero was with Principal Financial Group, where he served as a bicultural relationship manager, specializing in consulting and participant education with the Hispanic community and staff. He is fluent in English and Spanish.
“We’re adding another strong advisor to our growing team, which is great news for our clients,” said Scott Colangelo, chief executive officer, QPA. “Marco brings culturally relevant experience for our diverse participant community.”
Melero attended the University of North Texas, where he received his Bachelor of Science in business finance. He holds the FINRA Series 7 and 66 registrations.
About Qualified Plan Advisors
Qualified Plan Advisors (QPA) is independent, results driven and staffed with a team of ERISA attorneys and has over 70 advisors and 50 staff. QPA provides consulting services that are designed to provide an à la carte approach for plan sponsors with single or multiple needs. We are your fiduciary partner.