With over 20 years in the financial services industry, Melissa joined Raymond James in 2021, bringing a wealth of knowledge and value to both our team, and our clients. Melissa takes great pride in working closely with the families and individuals we serve, providing proactive and efficient support to ensure their needs are met in a smooth and timely manner. Working closely with Peter Silcox, Melissa also assists in reviewing portfolios, and developing investing strategies to ensure our clients’ accounts are properly aligned with each individual’s financial goals and objectives.
Prior to joining Raymond James, Melissa began her career in wealth management at Smith Barney in 2003, and currently holds her 7, 63, 65, and Life, Health, and Variable Annuity licenses. She also proudly holds her Wealth Management Specialist™ designation from The College for Financial Planning.
Melissa is native to South Florida, and currently lives just outside of Wellington with her husband Brian, and their daughter, Naomi. An avid equestrian, Melissa spends most of her free time on horseback, and particularly enjoys competing in the prestigious Winter Equestrian Festival competitions.