Clement Wealth Management

My Team

In our effort to support Clement Wealth Management, we work to deliver a unique client experience that aids in transitioning you to the ideal position of financial independence.

 

Stevie Leigh Hagen

Associate Financial Representative

Stevie joined Clement Wealth Management in 2016.  She holds her LAH (Life, Accident & Health) license.

Stevie resides in Fairport, NY with her husband, daughter, and two dogs.  She enjoys spending time with her family, hiking, and traveling.

 

Melissa Kay Williams, ChFC®, CLU®, CLTC®

Investment Associate
Office 315-677-8230

Melissa received her bachelor’s in Business Administration from SUNY Delhi in 2003.  With 12 years of experience in the financial industry; Melissa assists clients of Clement Wealth Management with all their investment needs.  Melissa began her career at Northwestern Mutual in 2007.  Before joining Clement Wealth Management, Melissa spent the last six years as the Associate Director of Network Office Supervision for Northwestern Mutual’s Greater NY Group.  Melissa worked directly with advisors and clients to make sure things were being done the correct way.  She holds her Series 7, 66, 9, 10, Life Accident and Health and has the following designations:  CLU (Charted Life Underwriter), ChFC (Charted Financial Consultant), and CLTC (Certification for Long Term Care).

Melissa currently resides in Lafayette, NY with her two children Marquise and Makayla.  Melissa enjoys spending time with her family, reading, and trying out new things within reason.

 

Danielle Battaglia

Associate Financial Representative

Danielle joined Clement Welath Management in 2019.  She currently holds her LAH (Life, Accident & Health) license.

Danielle resides in Rochester, NY with her daughter. 

Pursuing: 6 & 63

 

Ryan C. Huberty, CLU®, MBA, CLF®, CFP®, ChFC®

Director of Financial Planning

Ryan joined Northwestern Mutual in 2013 as the Technology Coach. He consulted with advisors and their teams around the proprietary NM software and how best to use technology throughout one’s practice. In 2016, Ryan helped build the Financial Planning Department within Dodd Group and began working with subscribers in November of 2016.

Pursuing: Series 24

 

Felicia Lynn Nolan

Financial Planning Associate

Felicia started with Northwestern Mutual in 2012 as the receptionist. She has been in various departments including Manager of the Sale Execution Team, Associate to the Managing Partner and Compliance. Felicia has been working within the Investment Department since 2015. She also currently is working on the Planning Department and Events.

Pursuing: ChFC

 
Megan Lyn Perrault

Megan Lyn Perrault

Megan started with Northwestern Mutual in 2007 as the receptionist. She spent 5 years as part of the agency’s compliance department as a back-up to the supervisors and currently she coordinates the sales execution team for our Syracuse office. In addition to these roles she is also part of the planning department.

Pursuing: ChFC

 

Emily P Rossi

Financial Planning Associate

Emily joined Northwestern Mutual in 2017 as the receptionist and member of the Sales Execution Team. Mid 2017, she joined the New Business team and Planning Department team.

Pursuing: Series 6 & 63

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck