Known for her attention to detail, consummate professionalism and client-first mindset, Melanie brings almost forty years of financial planning experience and investment management knowledge to the team at Stocks Wealth Management.
Melanie began her financial services career with Prudential-Bache Securities in Coral Gables, Florida obtaining her Series 7, Series 63, Series 65 and Insurance, Life, Health and Variable licenses. She was quickly promoted from sales assistant to financial advisor. Successfully managing hundreds of high net worth and ultra-high net worth relationships, Melanie transitioned to UBS Financial Services and ultimately relocated to the Dallas Fort Worth area. She then joined Morgan Stanley in 2007 and her rapid rise through the ranks continued as she was promoted to portfolio associate.
In 2014, Melanie was recruited by a Morgan Stanley branch manager to transition a client base to a Registered Investment Advisor (RIA) office affiliated with Wells Fargo Clearing Services and later, Prospera Financial Services.
In 2021, she relocated to Phoenix, AZ to be closer to family. At the launch of Stocks Wealth Management, she was recruited to assist clients in their transition from Morgan Stanley to the Stocks Wealth Management team.
Melanie has been married for almost 33 years and has one son who works in the entertainment industry in Los Angeles, CA and two beloved dogs, Ranger and Kona. In her spare time, she enjoys spending time with her family, traveling and enjoying the warm Arizona climate.