Melissa Gillespie

About Melissa Gillespie

Melissa is passionate about empowering divorcees, widows and women in becoming the CFO of their life. Having experienced first hand the grief associated with both divorce and losing a loved one, she leads with compassion and empathy while guiding women to their new normal. Because of her strong belief in comprehensive financial planning, she earned the professional designation of Certified Financial Planner® professional, one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning. To further support women through the financial aspects unique in a divorce, she earned the Certified Divorce Financial Analyst designation. Melissa also serves her clients by accessing the financial expertise and resources of Raymond James, one of the largest independent full-service financial services firms not headquartered on Wall Street. The firm’s unique culture of independence gives her complete freedom to offer objective advice that is solely in the best interest of her clients.Before joining Raymond James in 2023, Melissa spent 14 years with Wells Fargo in various roles supporting trust, private banking and investment clients. She has earned her Series 7, 66 securities, insurance and long-term care licenses. She is a graduate of the University of North Florida and holds a Bachelor of Business Administration in finance and financial services. Active in her community, Melissa serves as Vice President for Springfield Preservation and Revitalization Council. She believes in investing back into our community. Melissa is a native of Jacksonville, Florida. She is happily remarried and lives in Middleburg with their blended family. In her personal time, she enjoys reading, hiking, traveling and spending time with her family.Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc, Member New York Stock Exchange/SIPC

Experience

1. Financial Advisor

   Raymond James

   Jul 2023 — Present

   Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Certified Financial Planner Board of Standards, Inc.(CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Education

• University of North Florida

  Bachelor of Business Administration (BBA), Finance and Financial Services