North Carolina State University, Bachelor of Science, Applied Mathematics
Melissa brings over 15 years’ experience working in the corporate office of two large financial service companies. Her entire career has been focused on financial planning, largely serving as a consultant and trusted resource to advisors at the corporate level.
Early in her career, Melissa obtained the CFP® (CERTIFIED FINANCIAL PLANNER™) designation. After working with advisors for several years, she decided she wanted to work directly with clients. Melissa envisioned working in an environment that placed emphasis on comprehensive financial planning and one that truly put clients’ interests first. She was impressed with the knowledge of the team at Keatley and their commitment to service clients as a fiduciary. Melissa joined Keatley Wealth Management in 2018. The Keatley team joined Modera in 2020.
Melissa grew up in Charlotte, North Carolina and currently lives in Fort Mill, South Carolina with her husband and two children. She spends her free time going to the pool, amusement park, biking, and nurturing friendships. Being a busy mom, she dedicates herself to a 5am workout most mornings. Melissa also volunteers with Rock the Street, Wall Street, an organization dedicated to promoting careers in finance to young women.
Modera Financial Planning & Wealth Management
7615 Colony Road
Charlotte, NC 28226