Years of Experience
5-20+ Years
MEMPHIS, TN
21 Years Experience
0 Disclosures
ADVISOR BIO
Melanie Lyn McDonald is a financial advisor with over 20 years of experience in the industry. She is currently registered with Raymond James & Associates, Inc. Melanie previously worked for MORGAN KEEGAN & COMPANY, INC. Melanie specializes in providing financial advice to individuals, families, and businesses. Melanie is committed to helping clients achieve their financial goals and has the knowledge and experience to develop personalized financial plans.
SPECIALIZATIONS
MEMPHIS, TN
8 Years Experience
0 Disclosures
ADVISOR BIO
Melanie Jane White is a financial advisor with UBS Financial Services Inc. Melanie has been in the financial industry since November 10, 2016 and holds the Series 63, SIE and Series 7 licenses. Melanie has experience in various financial areas, including securities, investments, and financial planning. Melanie is registered with the following states: Alabama, Florida, Louisiana, Mississippi, New York, North Carolina, Oklahoma, Tennessee, Vermont, and Washington.
SPECIALIZATIONS
Memphis, TN
12 Years Experience
1 Disclosures
ADVISOR BIO
Melinda Christine Vinson is a registered representative with MML Investors Services, LLC. Melinda has been in the financial services industry since June 8, 2013. Melinda holds a Series 7, Series 24, Series 52, Series 53, and SIE licenses and is registered in 53 states and the District of Columbia. Before joining MML Investors Services, LLC, Melinda worked at Raymond James & Associates, INC and Banc of America Securities LLC. Melinda's specializations include asset allocation, portfolio management, financial planning, and pension consulting.
SPECIALIZATIONS
MEMPHIS, TN
24 Years Experience
0 Disclosures
ADVISOR BIO
Melissa Kleber Wathen is a financial advisor at Stifel, Nicolaus & Company, Inc. in Memphis, Tennessee. Melissa has been in the financial services industry since 2001 and has a wide range of experience in financial planning, portfolio management, and investment banking.
SPECIALIZATIONS
MEMPHIS, TN
27 Years Experience
0 Disclosures
ADVISOR BIO
Melissa Powell is a financial advisor with over 25 years of experience in the financial services industry. Melissa currently holds a Series 7, Series 52 and Series 63 license and is registered with Raymond James & Associates, Inc. in their Memphis, TN office. Melissa has a proven track record of success in providing financial advice and investment management services to individuals, families, and businesses. Prior to joining Raymond James & Associates, Inc., Melissa worked for Morgan Keegan & Company, Inc., Wheat, First Securities, Inc., and First Union Capital Markets Corp.. Melissa is committed to providing her clients with personalized financial advice and investment strategies that are tailored to their individual needs and goals.
SPECIALIZATIONS
MEMPHIS, TN
4 Years Experience
0 Disclosures
ADVISOR BIO
Mengying Lu Espel is a registered investment advisor representative at First Horizon Advisors, Inc. Mengying Lu Espel has been in the financial services industry for over 6 years. Mengying Lu Espel has passed the Series 7TO, Series 66 and SIE exams. Mengying Lu Espel has a registration with the state of Tennessee. Mengying Lu Espel offers investment advisory services to individuals, businesses, and high-net-worth individuals.
SPECIALIZATIONS
MEMPHIS, TN
17 Years Experience
0 Disclosures
ADVISOR BIO
Meredith Baird Allen is a financial professional with over 15 years of experience in the industry. Meredith is currently registered with Stifel, Nicolaus & Company, Inc. and has previously worked at VINING-SPARKS IBG, LLC and ICBA SECURITIES. Meredith's expertise includes Investment Banking, Securities Industry Essentials, and General Securities. Meredith is licensed in 11 states, including Florida, Massachusetts, Minnesota, Nebraska, New Hampshire, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, and Utah.
SPECIALIZATIONS
Memphis, TN
0 Disclosures
ADVISOR BIO
Michael Odom is a financial advisor affiliated with Avantax Planning Partners, Inc.. Michael has been in the financial services industry since 1990. Michael provides financial planning, wealth management, tax planning, estate and gift tax planning, and investment advice. Michael is a Personal Financial Specialist and has been registered with the state of Tennessee since 2023. Michael's firm is based in Dubuque, Iowa.
SPECIALIZATIONS
Memphis, TN
12 Years Experience
0 Disclosures
ADVISOR BIO
Michael Zepatos is an investment advisor representative with LPL Financial LLC. Michael has been in the industry since March 2013 and has worked for several firms including Wells Fargo Advisors, LLC and Raymond James & Associates. Michael is registered in multiple states and holds Series 66, SIE and Series 7 licenses. Michael has a variety of other business activities outside of his role at LPL Financial LLC.
SPECIALIZATIONS
MEMPHIS, TN
30 Years Experience
0 Disclosures
ADVISOR BIO
Michael Lowell Turner is a financial advisor with over 25 years of experience in the industry. Michael is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2014. Previously, Michael was a registered representative with Charles Schwab & Co., Inc. and American Express Financial Advisors Inc.. Michael's experience, coupled with the resources of Ameriprise, allow him to provide investment advice and financial planning services to a wide range of clients, including individuals, families, and businesses. Michael is committed to helping his clients achieve their financial goals. Michael is a Certified Financial Planner. He is also a member of the board of directors for a local organization.
SPECIALIZATIONS