CFA®1, REGIONAL PORTFOLIO MANAGER
SENIOR VICE PRESIDENT
Melissa serves as Senior Vice President and Regional Portfolio Manager for Seacoast Wealth Management where she is responsible for the investment management of discretionary assets for individuals, institutions, trusts, foundations and endowments. As a wealth management practitioner, Melissa strives to provide quality investment solutions that are tailored to client needs.
Prior to joining Seacoast, Melissa began her career in financial services with Fidelity Investments, delivering wealth management solutions for high-net-worth clients. In 2013, she joined Deutsche Bank as part of their institutional asset management in portfolio oversight team, and later served as a client advisor to the bank’s insurance clients. After relocating to Charlotte in 2016, Melissa held investment-related consulting roles within Bank of America and Brighthouse Financial, and most recently managed over $350 million across asset classes at a local wealth management firm.
As a CFA®1 Charterholder, Melissa currently serves as President of the CFA Society of South Florida. She holds a Bachelor of Arts in Special Education from the University of North Florida, and is an active member of 100 Women in Finance. Originally from Coral Springs, Melissa currently resides in Palm Beach Gardens with her family and enjoys spending time outside, practicing ballet, as well as traveling abroad and exploring new places locally.
1. The Chartered Financial Analyst® (CFA) credential is the most respected and widely recognized investment management designation in the world.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit