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Melissa Dotson

Narwhal Capital Management

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About Melissa Dotson

Melissa Dotson is a financial advisor at Narwhal Capital Management. Melissa is a Certified Financial Planner and has been in the industry since 2018. Melissa is registered as an Investment Advisor Representative in both Georgia and Texas. Melissa specializes in financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

Firm Information

Melissa Dotson is currently registered with Narwhal Capital Management. Narwhal Capital Management, based in Marietta, GA, is an investment advisory firm providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. They manage over $1.5 billion in assets and serve a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles.
Narwhal Capital Management

531 ROSELANE STREET

MARIETTA, GA 30060

$1.58B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Melissa Dotson’s Registration & Firm History

GA

05/24/2021 - Present

Narwhal Capital Management (MARIETTA GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Dotson.
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