As a registered service associate and operations assistant, Melissa is responsible for ensuring that client needs are met and the office runs smoothly. She has been in the investment industry since 2003 and joined Raymond James in 2012.
Melissa has her Series 7 and 63 securities licenses, enabling her to assist clients with trading needs, portfolio management, retirement planning and investment research. She is also the team operations associate and can assist you with check/ACH requests, address updates and wire transfers. Dedicated to ensuring your administrative needs are met, she handles all requests promptly and accurately.
A native of Columbus, Georgia, Melissa studied history at Columbus State University. She lives in Atlanta with her husband, Troy, and her daughter, Ansley. In her free time, she enjoys traveling to the mountains and cooking for her family and friends, and is an avid reader.