Melissa is a Senior Financial Consultant located in the St. Petersburg, Florida office. With more than 20 years of industry experience, she strives to build deep lasting relationships with her clients rooted in trust and integrity. She is passionate about helping clients align their personal goals with their wealth strategy, and her focus on financial planning ensures every aspect of her clients' financial lives is seamlessly organized and executed.
Melissa earned her Bachelor’s degree from The University of Tampa and holds her Accredited Asset Management Specialist designation. Her daughter, Charlotte, is the highlight of her life, and together they enjoy time with their family and exploring parks and museums in their wonderful community.
