Senior Financial Advisor
For 20+ years, Melinda has advised clients on financial management issues, including retirement and college savings. She spends extra time with each client, to be sure that they learn as much as possible about their investments to better recognize risks and opportunities in the market. Melinda believes strongly in an individual approach to each client, always keeping financial goals in mind.
Melinda is an Advisory Representative and currently acts as the Compliance Officer for Waterfront Financial Management LLC.
Melinda enjoys many types of community involvement, and in her spare time can be found kayaking, reading, or playing with grandchildren. She is married to Craig, and they are the parents of three grown daughters.