15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
For over 19 years Melissa has built her career in the financial services industry helping remove the fear of investing and financial planning through education and guidance. She focuses on identifying a customer’s goals and then works to create a plan to help them achieve their objective. Accountability is key, and that’s where Melissa feels her role in the financial planning process is most important.
Melissa earned her Bachelor’s degree in Business Administration from Montreat College in Asheville, NC and holds a FINRA Series 4, 7, 24, 53, 63 and 65 as well as Georgia Life/Health licenses. Her expertise includes retirement income planning, estate planning and wealth preservation and transfer.
Melissa makes her home with her husband Erik and 4 children in the beautiful Appalachian Mountain town of Blairsville GA. In her spare time, she enjoys being outdoors hiking, kayaking and camping with her family.