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:
- mclemens@carystreetpartners.com
- 276.451.2138 Office
- 423.741.1103 Mobile
- Download Vcard