Kim Melletat

With more than 35 years of experience in wealth management, Kim offers a high level of financial planning experience to our clients. Her philosophy of long term conservative investing aligned with a personalized plan would not be complete without our team’s concierge service approach.

Kim cherishes the bonds and friendships she has built with clients over the years. Kim enjoys giving each client a high level of service to help them achieve their financial goals.

Prior to joining Raymond James in 2005, she managed an investment team, and was a financial advisor with UBS Financial Services, Inc. Earlier, Kim served as an investment associate with Merrill Lynch and McDonald and Company, and previously, she served as a financial advisor with Prudential Securities-Thomas McKinnon.

Out of the office, she enjoys outdoor activities with her family, which includes two wonderful children – Isabella and Aubree. Her charities of choice are Crossroads Pregnancy Center, Capuchin Food Pantry, and Mastiff Dog Rescue. Kim and her husband Jeff are very involved in their children’s education and look forward to help building community and fostering new relationships.