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Melissa Ellen Walsh

Clarity Financial Design

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About Melissa Ellen Walsh

Melissa Walsh is a financial advisor with Clarity Financial Design. Melissa has been in the industry since 2008. Melissa is registered to provide investment advisory services in Florida and Texas. Melissa also has experience with Commonwealth Financial Network and Pioneer Funds Distributor, Inc.. Melissa holds the Series 66, Series 7 and SIE securities licenses. Melissa is also a Certified Financial Planner. Melissa provides financial planning services to individuals, charitable organizations, and high-net-worth individuals. Melissa has over 106 clients with approximately $30 million in assets under management.

Firm Information

Melissa Walsh is currently registered with Clarity Financial Design. Clarity Financial Design is a fee-only financial planning firm specializing in providing financial planning and investment management services to individuals, families, and charitable organizations. They manage approximately $30 million in assets for 106 clients. The firm is led by Melissa Walsh, a Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®).

$30.20M

Assets Under Management

18

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Melissa Walsh’s Registration & Firm History

FL

01/14/2022 - Present

Clarity Financial Design (SARASOTA FL)

MA

05/21/2014 - 09/07/2017

COMMONWEALTH FINANCIAL NETWORK (DEDHAM MA)

MA

12/20/2012 - 05/08/2014

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

MA

10/22/2008 - 12/06/2012

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

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Licenses & Designations

BOTH

Issued 05/05/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/07/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Ellen Walsh.
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