Melissa focuses her business on her clients’ individual financial objectives and believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to her clients’ best interests, that sets Melissa apart.
Melissa is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, she is able to gain a comprehensive understanding of your needs and goals. Melissa works hard to enhance and preserve your investments, while assisting you with your goals through long-term financial solutions, using retirement planning, portfolio management, estate planning, and more.
A native of the Monterey Peninsula, Melissa graduated from California State University, Monterey Bay with a Bachelor of Science in Business Administration. She started her career with RBC Wealth Management in 2017 and joined Raymond James Financial Services, Inc. in January 2020. She is a California Notary Public and a Level 1 Sommelier through the Court of Master Sommeliers. When not working, Melissa can be found cheering on her two, middle school-aged boys at volleyball, baseball, or karate, and finding treasures at thrift stores with her husband, Nick.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.