About Us

Stein Wealth Advisors, LLC understands diversity, change, unity and teamwork. Our combined experience and commitment to our clients makes us the smart choice for your long term goals.

 

Introducing our team:

 

Melissa J. Stein, President

Works diligently to help her clients pursue their financial goals. Melissa provides sound and proven financial advice with extensive client communication practices to ensure all aspects of the planning process are managed efficiently. This strategic process includes: Complex evaluations of personal financial goals, implementation of financial plans, investment management and ongoing strategic problem solving. Experienced and qualified, Melissa is Series 7, Series 66 registered and a Pennsylvania Insurance Licensee. She is also a Chartered Retirement Planning Counselor (CRPC). Melissa is a graduate of the Boston University School of Management with a concentration in Finance.

 

Melissa founded Stein Wealth Advisors after working successfully as a financial advisor for a major financial services firm in the Pittsburgh area. Her ability to earn the trust and respect of numerous clients and colleagues over the past five years has been notably recognized. Melissa has earned a multitude of industry awards for client service such as the “Million Dollar Round Table” 2006-2007.

 

Melissa is a member of the Financial Planning Association (FPA), the Peters Township Chamber of Commerce, and serves as Social Ambassador for the SMC Business Council, Chairman of Southpointe Professional Women’s Club and President of La Femme Connect Women’s Club. Along with her commitment to her career, she makes time to volunteer at the Washington County Human Society. Melissa and her husband Josh reside in Southpointe, PA. and have been residents and active members of the South Hills Community since 1992.

 

Mary J. Chiodo, Operations Manager

Joined Stein Wealth Advisors in 2009 and brings with her a "wealth" of experience in organizational leadership. Mary develops finely orchestrated operational procedures to ensure productivity at Stein Wealth Advisors. Mary is also responsible for implementing marketing and public relations strategies necessary for maintaining our respected image.

 

Prior to joining Stein Wealth Advisors, Mary was Chief Executive Officer and President of Eastern Telecom Corporation (ETC) and Robinson Cable TV, Inc. (RCTV) from 1983 – 1996. ETC and RCTV, Inc. were sold to Adelphia Corporation whereas she was retained as a consultant through 1999.

 

Mary has a Bachelor of Arts Degree in Business Communication and Entrepreneurial Management with a minor in Finance from Carlow University in Pittsburgh, Pa. Along with her outstanding career objectives she is committed to serving the community and volunteers at the Washington Women’s Shelter and delivers Meals on Wheels in the South Hills area.

 

June K. Flint, Client Relationship Manager

June K. Flint joined Stein Wealth Advisors in January, 2011, as a Client Relationship Manager, bringing with her a high level of financial expertise. She focuses on providing in-depth client relationship support, including coordinating prompt responses to requests and facilitating effective overall communication with clients to achieve a superior level of service. She also is responsible for continuously building and enhancing service standards and office procedures to ensure maximum efficiency and effectiveness.

 

June is Series 7 and Series 66 registered and is also licensed as a PA Insurance Producer. She holds a Bachelor of Science Degree in Psychology from Geneva College and a Bachelor of Arts Degree in Christian Education from Maryland Bible College.

 

June is no stranger to the financial services industry. Prior to joining Stein Wealth Advisors, she worked for Prudential Financial and Ameriprise Financial as a Financial Advisor and an Operational Support Team Member.

 

June is a native of Washington, PA and currently resides in Houston, PA with her husband, Eric. She is the mother of two adult children. June enjoys being active in her church and takes pleasure in reading, gardening, singing, home improvements and watching Steelers football with her family.