Melissa Dotson
Financial Planning Associate @Narwhal Capital Management
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WORK HISTORY
Financial Planning Associate @Narwhal Capital Management
Narwhal Capital Management offers investment advisory, tax, financial planning, and 401(k) management services to individuals, families, corporations, and foundations. Our firm places an emphasis on customized portfolios, appropriate investment returns, service, and education.For relevant disclosures, see:
ABOUT MELISSA DOTSON
Narwhal Capital Management offers investment advisory, tax, financial planning and 401(k) management services to individuals, families, corporations and foundations. Our firm places an emphasis on customized portfolios, appropriate investment returns, service and education. While obtaining my undergraduate degree in consumer economics I became intrigued with consumer behavior and its relationship with money-related decisions, especially with millennials. Making decisions related to money can be difficult and hard to understand, which led me to pursuing a graduate degree in financial planning. I am engaged in creating client trust and commitment while striving for positive financial change in the lives of clients.
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