Alex Melo
Summer Intern @Equitable Advisors
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WORK HISTORY
Summer Intern @Equitable Advisors
Miami, FL, US
EDUCATION
University of Miami Herbert Business School
Master of Science - MS, Wealth Management
University of Florida - Warrington College of Business
Bachelor of Business Administration - BBA, Wealth Management
Belen Jesuit Preparatory School
High School Diploma
ABOUT ALEX MELO
I graduated cum laude from the University of Florida with a bachelors degree in Business Administration and a minor and specialization in Wealth Management at the Heavener School of Business. I will be attending the University of Miami Herbert Business School to complete my Master of Science in Finance, beginning in August of 2025. I have completed my Securities Industry Essentials (SIE) license and I am on track to complete my CFP, with the intention to also complete my CFA as I go deeper into my career. Over the course of my studies and internships at multiple wealth management companies, I’ve developed a deep passion for helping individuals achieve their financial goals. I’m drawn to wealth management because it offers a holistic approach, allowing me to connect with clients on a personal level and provide strategic, tailored financial advice. I am eager to continue my career in this field, using my knowledge and skills to make a meaningful impact on clients’ financial well-being.
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