Melissa Gannon
Fee-Only Financial Planner, CERTIFIED FINANCIAL PLANNER™, Certified Divorce Financial Analyst®
- Role
- Principal and Manager Financial Planning, Cdfa, Cfp at Castle Wealth Management
- Location
- West Palm Beach, FL, US
- LinkedIn followers
- 500 followers
About Melissa Gannon
MELISSA GANNONOriginally from Dayton, Ohio, I’ve lived in South Florida for 37 years. Shortly after college, I relocated to this area and have enjoyed the lifestyle, amenities and community ever since. My career was established early here, having spent 21 years with a firm that enabled me to expand my expertise in the financial industry.At Castle Wealth Management, I am lucky enough to serve clients every day by helping them with many aspects of their financial lives. As fiduciaries, we help clients with everything from investment management to personal financial planning, divorce, estate planning, asset protection and more.
Experience
Principal and Manager Financial Planning, Cdfa, Cfp
Oct 2016 — Present · West Palm Beach, FL, US
At Castle Wealth Management, I\'ve joined a firm that shares my desire to provide clients with cost-effective, fee-only financial planning and investment management.As a Certified Divorce Financial Analyst, I also help women navigate the many financial pitfalls of dividing property during a divorce.
Education
Bowling Green State University
Business Administration and Management, General
1984 — 1985
University of Dayton
Bachelor of Science, Business Administration
1985 — 1988
Florida Atlantic University
MBA, Finance
1993 — 1998
Skills
- Web Content
- Bloomberg
- Strategic Planning
- Finance
- Business Communications
- Financial Analysis
- Financial Planning
- Equities
- Equity Valuation
- Financial Modeling
- Change Management
- Investment Strategies
- Financial Services
- Department Budgeting
- Strategy
- Project Management
- Leadership
- Operations Management
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Insurance
- Equity Research
- Management
- Investments
- Financial Research
- Analysis
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