Background

Melinda has over 20 years of financial service experience, she handles the day-to-day administration of accounts as well as trading and investment related inquiries. Melinda earned her bachelor’s in finance at University of Central Florida. She began her career as a client associate with Wachovia Securities, a predecessor firm of Wells Fargo Advisors. In 2002, Melinda became a registered securities representative after passing the Series 7 exam and furthered her qualifications by completing the series 66 exam, as well as her insurance license. Each exam required finishing an approved educational training program, passing examinations and meeting ongoing requirements.

Focus

Melinda strives to ensure that clients’ operational needs are handled accurately and quickly. Melinda has extensive experience throughout major shifts in the financial markets. She dedicates her time to our clients’ financial well-being and providing the personalized assistance they deserve. She is also very well versed in estate investment planning topics and has regularly assisted clients with processing complicated estate investment planning needs while helping to ensure that assets are distributed as quickly and efficiently as possible.

Away from the office

Melinda is very involved in her community and enjoys doing volunteering events with Habitat for Humanity, Ronald McDonald House of SNJ and Red Cross. Melinda enjoys spending time with her friends and family.

California Insurance License 4222408, Resident State New Jersey