Melanie Anthony
Private Wealth Investment Management Specialist
- Role
- Private Wealth Investment Management Specialist at Merrill Lynch
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Melanie Anthony
Growing up in a family of entrepreneurs, I have a passion for working with business owners. My favorite part of my job is helping families navigate the complexities of planning for their personal and financial goals. I enjoy working with the next generation of clients and value being a part of team that feels like a family business. A little bit more about me. Melanie has been with Merrill since the summer of 2019, where she started her career in wealth management in Chicago. She is responsible for reviewing all aspects of a client\'s financial life and plays a vital role on the team. Melanie reviews and develops financial plans with clients to understand what their goals are and finds customized strategies to help accomplish those goals. In addition to building and reviewing wealth plans, Melanie is responsible for reviewing clients\' investments and conducting in-depth investment research to help make sure they are in line with their ability to manage risk. Melanie has earned her CERTIFIED FINANCIAL PLANNER®, CFP® certification, the Certified Investment Management Analyst® designation and the Certified Exit Planning Advisor (CEPA®) designation. She also holds her Series 7 and Series 66 FINRA registrations. Outside of the office, Melanie has a passion for traveling and enjoys spending time with family and friends.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.* Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute\'s initial and ongoing credentialing requirements for investment management professionals.
Experience
Private Wealth Investment Management Specialist
Jul 2019 — Present
Education
Florida State University
Bachelor's Degree
Weston High School
High School
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