Melissa’s career in the financial services industry spans over twenty years, with experience in retail, commercial, and private wealth banking in both support and managerial roles. She is now part of an eight-person team of investment professionals at Towne Wealth Management who work to create long-term, meaningful relationships with a select group of high-net-worth families.
Serving as her clients’ first point of contact for advice and account servicing, Melissa assists each family with whom she works to manage their finances and help them meet their current and long-term goals for the future. Together with her team, Melissa works with her clients on financial planning, retirement planning, portfolio management, and more. Melissa’s patience, kindness, and meticulous attention to detail are instrumental in assisting her team and their clients.
Melissa holds a Bachelor of Science degree in Business from Regent University. She is a native of Williamsburg, Virginia and currently lives in Hampton Roads with her husband and their dog.