Throughout Melinda’s career of over 17 years in financial services, she has utilized her compassion, attention to detail and dependable nature to ensure clients are provided the high level of dedicated service they deserve, making sure their needs are her greatest priority. She approaches each client request or question with a positive attitude and conscientious manner.
She assists clients with check, wire, and money movement requests; address changes; and all things related to their accounts, including answering questions and processing account updates. Melinda also greatly assists our team with preparing reports, processing documents and handles the scheduling.
Before joining our team, she was a branch office administrator at Edward Jones and, prior to that, an assistant manager at Bank of America.
Originally from Ventura, California, she has now lived in the East Bay Area for 18 years. She has two grown daughters, Kiersten and Rachel, and lives in Walnut Creek with her boyfriend, Michael, and their two dogs, Shadow and Simba. In her free time, Melinda enjoys spending time with family, going on hikes, riding her bike, reading, and sipping a glass of wine.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wasser Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.