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Melissa Myers

FINANCIAL ADVISOR

Melissa is a Financial Advisor, and holds her Series 7 & 66 securities registrations, insurance license, and is a National Social Security Advisor.

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As someone who understands the complex and overwhelming world of money, she feels called to educate her clients and help others formulate and achieve their goals.

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Melissa is a caretaker of an aging parent so she understands the challenges, and has the experience to help ease the process. Her knowledge to help guide individuals with aging parents or those who are nearing retirement, can bring  confidence when navigating the nuances associated with that season of life.

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MELISSA SPECIALIZES IN:​

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·      Entrepreneurs, Solopreneurs, Business Owners Financial Planning

·      Social Security Consulting

·      Retirement Readiness Planning

·      Holistic Financial Goal Planning

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When Melissa is not helping others as a Financial Advisor, volunteering, or teaching financial planning classes, she loves spending time with her husband, Jared, and her daughter, Jade. They all enjoy country living, vacationing at the beach, kayaking, and animals. 

Image by Kelli McClintock

Explore Your Financial Future With Melissa

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The Financial Advisor (s) associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.  Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

 

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