Melissa Keung Bio Photo

Melissa Keung,

CFP® Financial Advisor

Mrs. Keung began her career in 2015 as a Development Officer at the University of South Florida. In this role, Mrs. Keung worked with alumni and families to develop giving plans that included college savings plans, estate planning, and qualified charitable distributions.

In 2017, Mrs. Keung joined USF’s global division, as an International Alumni Officer. In this role, Mrs. Keung’s focus was to develop relationships with high net worth alumni in targeted regions including Central and South America, Europe, the Middle East, and Asia. As part of the global division, Mrs. Keung leveraged her knowledge of charitable giving to educate alumni abroad while expanding the university’s global footprint. Mrs. Keung joined Raymond James in 2020 as a Wealth Management Associate, specializing in assisting high performing financial advisor teams across the Tampa Bay Complex. Subsequently, Mrs. Keung joined Executive Consulting of Raymond James in 2021 where her focus is on advising clients on various areas of wealth management including, financial planning and investment management, as well as equity compensation strategies.

Mrs. Keung is a CFP® designation holder, which is recognized as the standard of excellence for the financial planning profession. She also holds securities licenses including Series 7, 66, and the 2-15 insurance license. She earned her Bachelor of Science degree in Public Health and Master Business Administration in Finance from the University of South Florida.