Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Melissa Rutten is a Financial Advisor with The Leverte Wealth Management Group of Merrill. We work for clients and families to organize, educate, advise, and execute all aspects of their financial lives, so they can focus on what is important to them – achieving their goals and living their lives. The Leverte Group assists clients in going from success to significance during their journey through life.
Connect with Melissa for a few minutes and you will find she is passionate in serving as your trusted advisor– listening to your individual needs, values, and priorities to truly understand what matters to you. Together with Merrill’s resources, intellectual capital, and technology, Melissa delivers a full range of wealth management advice and strategies to meet the complexities of your life while helping to simplify and organize your finances. In a world full of change, we promote process and consistency to design a wealth management plan to navigate the opportunities and challenges that will come our way.
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. She 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, listening to music, hiking with their dogs, giving back to the community, and travelling. Melissa also volunteers within the Atlanta Community primarily focusing on financial literacy and is currently a board member of OnBoard and a member of Women Shaping Shepherd. Melissa also participated in the Atlanta Women’s Foundation Inspire 2020 Program.
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
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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 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
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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 will work to help you stay on track, regardless of what the markets are doing.
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.