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Melody Jo Townsend is a Certified Financial Planner and has been working in the financial industry since October 2006. Melody is a registered investment advisor representative in Kentucky and Florida. Melody is affiliated with Townsend Financial Planning, which has offices in Mt. Sterling, KY. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
% of asset under another trust company's management
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KY
01/09/2025 - Present
Townsend Financial Planning (MT. STERLING KY)
Active
Inactive
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