Melanie applies her more than 35 years of experience in the financial services industry to assist clients with their requests, needs and concerns. She makes it her mission to provide quality client service and is committed to client satisfaction.
Melanie is always eager to help the individuals and families our team serves. She makes it her goal to help clients understand their money is being well taken care of and endeavors to explain complex financial topics in a way that’s easy to understand.
Melanie also assists our financial advisors in planning and building investment portfolios. She holds Series 7 and 63 securities licenses. Prior to joining our team in April 2021, Melanie was a senior registered client associate at Wells Fargo Advisors.
Melanie lives in Pensacola with her husband, Gary, and has three daughters. When not in the office, she enjoys the outdoors, riding bikes at the beach, going to the Pensacola Blue Wahoos baseball games and spending time with her family and friends.