Melodie brings more than 24 years of industry experience in delivering consistent and an exceptional client service. Her magnetic personality, along with her desire to build deep and authentic relationships, aids in her unique ability to anticipate and often exceed our clients’ needs. Each day, Melodie masterfully juggles the day-to-day administrative and operational needs of the Switzer Kline Wealth Management Group, including but not limited to, account opening & updates, money transfers, scheduling appointments, handing client requests, and serving as a notary.   Over the years, Melodie has been recognized by senior leaders and peers with several firm awards for service excellence and positive professionalism.

Melodie spent her initial seventeen years in the financial industry at Wells Fargo Advisors.  She served in various branch and complex roles including Branch Administrative Assistant and Operations Specialist, before settling into her superpowers as a Senior Client Associate.  After a five-year hiatus spent at RBC Wealth Management, Melodie returned to Wells Fargo Advisors in December 2022. She was drawn to joining the Switzer Kline Wealth Management Group’s because of their deep devotion to their clients and their holistic approach to delivering personalized planning and advice.

Melodie’s passion for serving clients is exceeded only by her passion for her family.  She lives in Timberlake, NC with her husband of over 25 years, Kenny, and their two dogs. She is an exceptionally proud mother of two grown children, Payton, and Logan, and recently became a grandmother, adoring her grandson. A native of North Carolina, Melodie had the wonderful experience of spending two years abroad in Sydney Australia as a young adult.