Melissa Linn
Senior Wealth Planning Strategist at Comerica Bank
- Role
- Senior Wealth Planning Strategist at Comerica Bank
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Melissa Linn
Melissa brings more than 20 years of experience helping successful families, business…
Experience
Senior Wealth Planning Strategist
Aug 2021 — Present · Raleigh, NC, US
I work with successful families, business owners, and C-Level executives to maximize opportunities and avoid unintended consequences. I use my background as a CPA and CFP® to have strategic planning conversations around estate and wealth transfer, family education, and business succession/transition.
Education
UNC Kenan-Flagler Business School
B.S, Business Administration; Accounting
2001
Duke University
Certificate, Financial Planning
2005
UNC Kenan-Flagler Business School
Master, Accounting; Tax Accounting
2003
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