Melissa Costello
Professional Credentials, Recognition, & Education
  • CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
  • FINRA Series 7 and 24 Registrations
  • Bachelors of Science in Business Administration & Finance with a concentration in Financial Services
"There's a story behind every account."

Ask Melissa what she likes most about her work at Capital Advisors, and our clients rise to the top of the list. She enjoys getting to know our clients personally – where they came from and where they want to go – so she can make knowledgeable financial and estate planning recommendations. In addition to her client-facing responsibilities, including billing, she's also the lead on compliance-related issues, assuring the firm is ahead of changing SEC regulations, policies and procedures.

"Don't check it every day."

With more than 15 years of experience in the financial services industry, Melissa knows that it's hard not to worry when the market has a bad day. As the wife of a police officer, she also knows that patience and optimism are critical survival tools. She's highly skilled at staying calm through any storm and helping our clients do the same – planning wisely for the long-term, so there's more confidence through any change.

"Burn off some energy."

Melissa is an outdoor enthusiast and shares this love with her friends and family, especially her three kids. Whether at the park or playground, Melissa gets reenergized by her time outside. She also lends a hand whenever it's needed within her husband's police department – organizing and supporting fundraisers, including Cookies for a Cop.




Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Capital Advisors, Ltd., LLC does not serve as an attorney, accountant, or insurance agent. Capital Advisors, Ltd., LLC does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Capital Advisors, Ltd., LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.capitaladvisorsltd.com.