Melanie is a Series 66 registrant and is also a Certified Wealth Strategist (CWS) and Accredited Investment Fiduciary (AIF). Melanie has worked in the Financial Services Industry since 2003. She has been an Investment Advisor Representative to corporate retirement plans, a Private Banker, and a Financial Planner to high net worth clients.
Melanie is our Retirement Education Specialist and Financial Wellness Coach. She will meet with participants on an individual basis to provide investment guidance where appropriate and will also facilitate workshops on Financial Wellness. As the Practice Leader for Investment Education, Melanie will work with you to develop a customized education plan to effectively meet the needs of your company.