• Kimberly Melletat

    First Vice President, Wealth Management

With more than 28 years of experience in wealth management, Kim offers a high level of financial planning experience to our clients. Our philosophy of long term conservative investing aligned with personalized plan would not complete without our teams concierge service approach.

Prior to joining Raymond James in 2005, she managed an investment team, and was a financial advisor with UBS Financial Services, Inc. Earlier, Kim served as an investment associate with Merrill Lynch and McDonald and Company, and previously, she served as financial advisor with Prudential Securities-Thomas McKinnon.

Out of the office, she enjoys outdoor activities with her family, which includes two wonderful children – Isabella and Aubree. Her charities of choice are Crossroads Pregnancy Center, Capuchin Food Pantry, and Mastiff Dog Rescue.  Kim and her husband Jeff are very involved in their children’s education, and spend many hours volunteering at Cedar Crest Academy.