Melissa Paddock is a Financial Advisor with Raymond James and the owner of Paddock Financial Planning. 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 detailed financial planning, 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 in finance with RBC Wealth Management in 2017 and joined Raymond James in January 2020. In an ongoing commitment to her practice and clients, Melissa obtained her CERTIFIED FINANCIAL PLANNER™ designation in December 2021. When not working, you can find Melissa at a local group fitness class or cheering on her son, Robbie, at a Pacific Grove High School water polo or baseball game.
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.