Melissa Keung is committed to serving multi-generational families, delivering a holistic and tailored wealth management approach. In her day-to-day role, she provides expertise in areas including financial planning, investment management and equity compensation strategies to clients. She is a Certified Financial Planner® professional – a designation widely recognized as a standard of excellence within the financial planning profession.
Additionally, she maintains several securities licenses, including Series 7, 66 and the 2-15 insurance license. She earned her Bachelor of Science degree in public health and her MBA from the University of South Florida.
Before joining the team, Melissa served as a development officer at the University of South Florida. In this role, she worked with alumni and families to develop comprehensive giving plans, including college savings plans, estate planning and qualified charitable distributions.
In 2017, Melissa transitioned to USF’s global division, assuming the role of international alumni officer. Her primary focus was cultivating relationships with high-net-worth alumni across targeted regions, including Central and South America, Europe, the Middle East and Asia. Leveraging her knowledge in charitable giving, Melissa educated alumni abroad while expanding the university’s global presence. She believes her background and education give her a distinct perspective when serving her clients today.
Melissa is a Florida native and a parishioner of Sacred Heart Catholic Church in Tampa. Outside of the office, she enjoys spending quality time with her growing family and traveling to new places.
Raymond James is not affiliated with any other entity listed herein.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
