Kingsport - Wealth Management

Melissa D. Clemens, CFP®

Financial Advisor, Vice President

Melissa is responsible for helping individuals, families, trust clients and corporate 401(K) plan clients reach financial goals using care and intelligence. She creates portfolios for investors that reflect what they need: preserving principal, growth, flexibility, diversification, and/or income. She has extensive experience in – and especially enjoys –helping people prepare for retirement and transition to life after work in a smooth and successful manner.

Experience:

  • Associate Vice President and Investment Officer at Wells Fargo Advisors;
  • Account Executive at Fidelity Investments

Education/Certifications:

  • BS, University of Cincinnati
  • CFP®
  • Series 7, 63, 66
  • Health Insurance and Life Insurance Licenses

Contact: