Verified
Melissa Greenwood, CFP®, a CERTIFIED FINANCIAL PLANNER Practitioner, brings over 15 years of experience in the financial services industry to the advisory team. Graduating with a finance degree from Arizona State University's WP Carey School of Business, Melissa has honed her expertise through roles at USAA, Vanguard, and US Bank. During her career, Melissa has managed books of business encompassing over 300 households and $500 million in assets under management. As a dedicated CERTIFIED FINANCIAL PLANNER™ Practitioner, she upholds the highest standards of ethics and professionalism, aligning with the CFP Board's Code of Ethics and Standards of Conduct. Outside of her professional endeavors, Melissa and her husband enjoy exploring the diverse landscapes of Arizona. Melissa cherishes time spent with her two adult children and her four dogs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AZ
03/26/2024 - Present
PFG Advisors (Phoenix AZ)
AZ
03/06/2024 - 06/14/2024
SECURITIES AMERICA, INC. (PHOENIX AZ)
AZ
03/30/2020 - 10/16/2023
UNIONBANC INVESTMENT SERVICES, LLC (TEMPE AZ)
AZ
05/17/2017 - 03/31/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
10/05/2011 - 04/08/2017
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
NY
12/21/2001 - 03/20/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 09/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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