Melynda brings over 25 years of professional experience to serve as a sounding board in helping individuals make informed financial decisions. As a CERTIFIED FINANCIAL PLANNER® professional, her background reflects her passion for helping individuals and families develop a comprehensive path that integrates the many aspects of their financial picture. In addition to her CFP® certification, she holds a Chartered Life Underwriter designation which affords her a deeper level of knowledge to advise on life and disability insurance, as well as business owner succession and continuation planning. She also holds a Chartered Special Needs Consultant designation so she can share her passion and expertise for guiding families with loved ones with Intellectual and Developmental Disabilities (IDD) to plan for the many financial challenges they face. She is Certified in Long-Term Care which gives her the ability to provide guidance on how to plan for chronic illness and cognitive decline, and she is a Life and Annuity Certified Professional.   Philanthropy is one of Melynda’s core values, and she devotes her free time to making an impact on the community. Melynda is the proud mother of three grown children and a special needs grandchild.

Education

• Bachelor of Science
  Michigan State University

Professional Affiliations

• The National Association of Personal Financial Advisors
• The Academy of Special Needs Planners
• Financial Services Institute
• Financial Planning Association of Northeast Florida

Community Involvement

• B.E.A.M. (Beaches Emergency Assistance Ministry), Board Member
• BASCA (Building Abilities of Special Children & Adults), Board Member
• Women’s Giving Alliance, Member
• Planned Giving Council of Northeast Florida, Member
• Estate Planning Council of Northeast Florida, Member
• Jacksonville Chamber of Commerce, Trustee Member
• Professional Women’s Council of the Jacksonville Chamber of Commerce, Member
• World Affairs Council, Member
• Christ’s Church Mandarin, Member

Firm Description

Offering personal wealth management, family office, retirement planning and institutional consulting services, Waverly Advisors advises on approximately $15.9 billion in assets uner management and is an Independant Registered investment Advisor (RIA).  Waverly Advisors is a fee-only fiduciary and offers clients collaborative investment, tax, estate, and financial planning services, through a team holding many of the industry's most prestigious credentials. Intense focus is at the center of everything we do. We offer forward thinking advice and guidance for financial decisions.  OUr dedicated team of advisors coordinates the delivery of customized services for both your personal and corporate needs.  

Hours

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