Melinda's team focus is multi generational families and their succession planning. Assisting clients with their financial investment needs and goals by offering a disciplined comprehensive and consultative approach to managing personal, business and philanthropic financial strategies. This begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve based upon their risk tolerance, time horizon, liquidity needs and overall life goals.

Strategies and recommendations for individuals, franchise owners, female business owners, recently widowed or divorced and heirs are areas of attention. Melinda assists charitable organizations and clients who prefer socially responsible investments. A disciplined investment platform is the core of the family's wealth management strategy in providing access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives. 

Melinda is driven by her passion for helping clients pursue their unique goals and delivering excellent service. Melinda shares her knowledge and passion by giving back to the community as well as working with schools and nonprofit organizations in social responsibility.

Melinda began working in the financial services industry with Merrill in 1998.



*Sustainable and Impact Investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

There is no guarantee that investments applying ESG strategies will be successful. There are many factors to take into consideration when choosing an investment portfolio and ESG data is one component to potentially consider.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.