Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Melissa Rutten is a Financial Advisor with The Leverte Wealth Management Group of Merrill Lynch Wealth Management. The Leverte team provides clients with a personalized goals-based wealth management plan. By employing all of the pieces of clients' financial lives, a clear picture is created. The team assists clients in going from success to significance during their journey through life. Firm resources, intellectual capital and technology are utilized to provide a White Glove delivery of Wealth Management Advice and Guidance, along with simplifying and organizing client finances.
Melissa is passionate in serving as clients' trusted advisor while employing a holistic approach to wealth management that focuses on clients' assets, liabilities and also leverages tailored risk mitigation strategies designed to preserve clients' assets. Melissa has over 15 years of experience as a financial professional including serving as an experienced Chief Financial Officer responsible for a high growth and dynamic Company, as a manager and CPA with Novelis in investor relations & global financial reporting, PricewaterhouseCoopers in audit and transaction services, primarily in the Amsterdam office, and SunTrust Investment Services as an investment associate. Melissa has a demonstrated history of working in various industries, as well as international experience. Melissa is a strong business professional with a Bachelor of Business Administration (B.B.A.) focused in Economics from University of Georgia - Terry College of Business and studied abroad at Oxford University. Melissa is also a Certified Public Accountant (C.P.A) but does not provide tax advice in her current role at Merrill.
Melissa enjoys spending time with her husband and her two children, hiking with their dog, trying new restaurants, and travelling. Melissa also volunteers within the Atlanta Community primarily focusing on financial literacy and is currently a member of the Atlanta Women's Foundation Inspire 2020 Program and a member of Women Shaping Shepherd.
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.
University of Georgia
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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.
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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.