Private Financial Design Promotes Two Employees, Welcomes One

SOUTH HADLEY — Private Financial Design, LLC (PFD) recently announced the promotions of Shannon Asselin and David Ferraro Jr., and welcomed Melissa Hall to the company.

Asselin was promoted to executive administrator. She began her career with PFD in 2014 as a client services assistant, bringing more than 14 years of experience in customer service, which included head teller for a local bank. Over the past two years, she has advanced her skills in the financial-services industry with further training and education. She has been honored for excellence in her work with PFD’s broker dealer and clients. She will oversee the administrative operations and client services for PFD while taking on more corporate responsibilities.

Ferraro has been promoted to financial advisor. He has been working as an administrator since July 2016 so he could learn the procedures and compliance needs for his clients. His affiliation with PFD began when he interned in 2010, and he was a part-time administrator for several years while attending college. Ferraro graduated summa cum laude with a bachelor’s degree in business administration from Bryant University, where he studied financial services and economics. He leveraged his education to win the National Financial Plan Competition sponsored by the International Assoc. of Registered Financial Consultants. While attending Bryant, he served as chairman of the Macroeconomic Committee of the Archway Investment Fund. In this role, he developed the investment strategy for this $1 million endowment fund. His work at PFD will be focused on financial and estate planning, investment management, and retirement plans. He is currently pursuing the education and training requirements to become a certified financial planner.

Hall has joined the team at PFD as a registered administrator. She has more than five years of experience in the financial-services industry, starting first with a mutual insurance company and later working with an independent certified financial planner for several years. She is currently FINRA Series 6 licensed and will be actively working toward other licensures in the near future. Beyond financial services, Hall has many years of customer-care experience, including many years of volunteer work at her church and on the foreign mission field. She will be helping to develop best business practices, as well as designing new processes to enhance customer service.

Private Financial Design offers comprehensive financial planning for both personal and business needs, including fee-based investment-advisory services, retirement plans, and other wealth-management services.