Melissa Dyer

  • Melissa Dyer, CFP®, MBA, AEP®

    Financial Advisor

    CERTIFIED FINANCIAL PLANNER™

Blending integrity, hard work and a willingness to listen to each client like he or she is the only investor in the world, Melissa Dyer is dedicated to assisting her clients in meeting their unique financial needs. She believes in building strong, lasting partnerships, and uses a hands-on approach when working with clients, meeting with each of them on a regular basis to ensure that their investments remain suitable for their objectives throughout changing personal and market conditions. 
 
Specializing in Retirement Income and Investment Strategies, she works with clients to develop, implement and review appropriate financial plans based on their goals and risk tolerance. Melissa offers a comprehensive array of investment services and alternatives, including financial planning, individual stocks, bonds, mutual funds, separately managed accounts, annuities, long term care and life insurance. 

Melissa is a CERTIFIED FINANCIAL PLANNER™ professional and has been a investment adviser representative since 1996. Prior to joining Raymond James in 2006, Melissa worked with both Morgan Stanley and A. G. Edwards, assisting clients with investments and planning for their financial futures. She holds Series 7 and Series 63 Securities Licenses, and Insurance and Long Term Care Licenses.

Melissa graduated from the University of Colorado in 1991 with an MBA, and with a BS and BA in 1987. In 2009, Melissa completed her education for the CERTIFIED FINANCIAL PLANNER™ mark at Metro State College in Denver and was designated a CFP® practioner by the prestigious Certified Financial Planner Board of Standards, Inc. Melissa enhances her experience through continuing education. 

Originally from New York, Melissa currently resides in Lakewood, Colorado. When she is not working with clients, Melissa enjoys spending time with her family, skiing, golfing and traveling.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.