Melissa A. Ekeberg, AIF®

Financial Advisor*, WealthPlan Financial Group

Cell: 706.897.4656

Email: mekeberg@wealthplanfinancial.com

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.

LFS-3408279-011521

Address

15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277

Phone

(704) 357-1099

Email

OSJ@wealthplanfinancial.com

Investments and advisory services offered through registered representatives of Lincoln Financial Securities Corporation, Member SIPC Branch Office: 15720 Brixham Hill Avenue, Suite 575, Charlotte, NC 28277. Investments offered to residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VA, WA, WI & WV. Advisory services offered to residents of NC. Lincoln Financial Securities is separate from WealthPlan Financial Group and its affiliated firms. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. LFS-2772223-101119.

Not all registered representatives with our firm are able to offer advisory services. See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.

Melissa A. Ekeberg, AIF®