Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Melanie M. Harris
Melanie works with individuals and their families to deliver a customized wealth management experience. By focusing on what matters most to them, she is able to develop a personalized strategy and recommendations that draw upon the vast resources of Merrill Lynch. She also enjoys working with and educating women about financial issues that are unique to them. Melanie helps clients monitor progress towards their goals through regular contact and scheduled account reviews, which enables her to adjust their plans to any life changes.
Melanie is a Wealth Management Advisor, Vice President and a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. She began her career in 1985 and has experience in both the operational and management aspects of the financial industry. Melanie holds both Series 7 and Series 8 FINRA registrations. She joined Merrill Lynch in 1995 in the Mobile AL office and in 1996 she opened the office in Fairhope AL.
Melanie is originally from New Orleans, Louisiana and graduated Magna Cum Laude from Loyola University. She moved to the Eastern Shore in 1995. Melanie is dedicated to her community and participates in several civic and philanthropic organizations in a leadership capacity. She is a former member of the board of the Fairhope Educational Enrichment Foundation, was a charter member of Impact 100 of Baldwin County and currently serves as their President. She is a former President of the Fairhope Sunset Rotary and a Paul Harris Fellow.
Away from the office, Melanie enjoys spending time with her family and friends. She is happily married to Jeff and has two daughters, Jessica and Rebecca. In her spare time, she enjoys running, reading and spending time at the beach.
Melanie is assisted by Kim Matthews, a Client Associate. Kim started at Merrill Lynch in 1999 and is responsible for account administration and client relationships.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Impact 100 Baldwin County and the Fairhope Sunset Rotary . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
Loyola University New Orleans
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.