Melissa brings over 25 years of experience to Consolidated Planning, where she has built
lasting relationships and guided clients through every facet of financial decision-making. She
joined the Strategis team in 2022, expanding her role in client relationship management to
ensure both new and existing insurance and investment clients receive thoughtful,
personalized experience. With her Life, Accident & Health licenses and FINRA Series 7
registration, Melissa is dedicated to helping clients navigate their financial futures with
confidence and clarity.
Originally from New York, Melissa and her husband, Kevin, have long made Charlotte their
home, where they’ve raised their two children, Madeline and Patrick. Outside of work, she finds
joy in spending time with family, diving into a good book, running, baking, and sharing playful
moments with her yorkie poo, Charlee.
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered
through PAS, member FINRA, SIPC. Consolidated Planning, Inc. is not an affiliate or subsidiary of
PAS or Guardian. 8009195.1 Exp 5/27