Melissa joins Executive Wealth Group with a great deal of experience. She was the won the prestigious outstanding undergraduate of the year award for economics at the University of Alabama.
She worked for over 5 years with Charles Schwab and worked directly with financial advisors and operations managers to open new accounts, facilitate transfers of assets, onboard new advisor relationships, seek work around solutions for difficult scenarios and resolve any issues for the client in order to maintain excellent customer service.
She also served as subject matter expert for various departments including, New Accounts, Transfer of Assets, Managed Accounts, Tax Reporting, Cost Basis, Onboarding of New Firms and many more. She holds a Series 6 and Series 63 license.