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Melissa Paddock
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  • Melissa Paddock
    400 Foam St, Suite C Monterey, CA 93940-1462 T: 831.655.2700 F: 831.655.2702
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Complex, significant wealth warrants elevated support
Managing substantial wealth often requires specialized capabilities and expertise.
Markets & Investing
Identify the connection between net worth and risk tolerance
Understanding your risk profile is an important component of managing significant wealth.
Family & Lifestyle
Read
Read
Lessons from famous female philanthropists
How we can give big – and be smart about it.
Family & Lifestyle
Navigating employer retirement plans
Know the ins and outs when making a career move.
Retirement & Longevity
Wheat, gold and the pursuit of a zero-correlation investment
For investors with appropriate risk tolerances, the measured inclusion of commodities can offer an additional dose of diversification.
Markets & Investing
Read
Retirement doesn’t have to mean leaving your career behind
More and more Americans are incorporating work into their retirement years.
Retirement & Longevity
Read
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Read
Navigating generational shifts in the workplace
The presence of five generations in a single workforce is shaking things up for business owners.
Business Ownership
Retain top talent and maintain tax efficiency
Maximize the compensation you pay top talent with non-qualified deferred compensation plans.
Business Ownership
Saving for K-12 education with a 529 plan
Learn about using 529 plans for more than just college savings.
Family & Lifestyle
Tips for staying connected with remote coworkers
Virtual coffee breaks are replacing water cooler chatter. Here are some tips for networking remotely with coworkers.
Family & Lifestyle

A breadth of services to serve a variety of needs

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  • Paddock Financial Planning
  • 400 Foam St, Suite C Monterey, CA 93940-1462
  • 831.655.2700
  • 831.655.2702
  • Map & Directions
  • Map & Directions
  • Melissa.Paddock@RaymondJames.com

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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