Melissa Adams is a Certified Financial Planner, Chartered Life Underwriter and Registered Investment Advisor with Merit Financial Partners, LLC (MFP), a fee only financial planning and Registered Investment Advisory firm. She strives to build long-term, trusting relationships with clients by bringing them peace of mind as she guides them through wealth management and retirement planning strategies. She specializes in helping clients navigate through the transitions in their lives – investment planning, college savings, divorce, the loss of a spouse, and preparing for and living in retirement.

Melissa has over 22 years experience in financial services industry with leadership roles at Manulife Financial, John Hancock and Prudential in the areas of retirement sales management and broker/dealer and investment firm relationship management. Most recently, Melissa was the Senior Relationship Manager at Prudential Annuities where she was responsible for managing over 40 asset manager relationships representing over 170 billion in assets.

Melissa’s professional and academic qualifications include: 

  • CERTIFIED FINANCIAL PLANNER™ certification (CFP)
  • CHARTERED LIFE UNDERWRITER® (CLU)
  • Registered Investment Advisor Agent
  • Bachelors of Art, Economics; Minors, Urban Studies and Law & Society, University of   California, San Diego, CA
  • Retirement Strategy Program, University of Pennsylvania, The Wharton School, Pennsylvania, PA
  • Licenses: Series 7, 63, 24, Life, Accident and Health

 


Melissa Adams
CFP®