Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes’ “America’s Top Women Wealth Advisors” 2020
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. She also enjoys working with and educating women about financial issues that are unique to them. Melanie helps clients track 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, Senior 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 Wealth Management 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 and is also a charter member and former President of Impact 100 of Baldwin County. 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 Wealth Management in 1999 and is responsible for account administration and client relationships.
Loyola University New Orleans
Forbes "America's Top Women Wealth Advisors"
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.