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Client Associate

MELISSA@PINNACLEWEALTHNC.COM

 

Melissa has several years of customer service management having spent 27 years with Wells Fargo Corporation before joining Raymond James and Pinnacle Wealth Partners. The first 15 years were spent in various customer service roles within Wachovia Bank and the previous 12 years have been as a Client Associate with Wells Fargo Advisors (formerly Wachovia Securities.)

A lifelong resident of Alamance County, Melissa and her husband Jeff live in Burlington. She graduated from Cummings High School and took classes at North Carolina State University (but she will admit that she is a Tar Heel at heart.) In her free time, Melissa enjoys spending time with her husband, their black lab, family and friends especially when they are able to get away to the lake.