Finance & Investment Specialist
Phone (904) 280-2028 ext. 245
Melissa recently joined the Montoya team as a Finance and Investment Specialist. Before joining the team, Melissa was a Practice Manager at Ameriprise Financial Services in Phoenix, Arizona. She has been in the financial services industry for over 12 years and brings with her sound knowledge and experience, analyzing financial data, and determining strategies to assist the Advisor in meeting their clients’ objectives. Melissa is well-versed in a multitude of financial platforms such as eMoney Advisor, which is considered to be the most powerful financial software in the industry.
As a Finance and Investment Specialist, Melissa teams up with each Advisor to review portfolio performance, prepare investment reviews, and service all related investment needs.
Melissa grew up in New Mexico and studied Accounting and Finance at Eastern New Mexico University. She is a General Securities Representative holding the FINRA Series 7 and NASAA Series 66 license.
After living in Arizona for 13 years, her family recently relocated to Jacksonville, FL. Since moving to Florida, she enjoys bike riding, going to the beach, paddle boarding and gardening. Family means everything to her, so most of the activities involve hanging with her husband and two children. She is an avid sports lover, practicing Catholic and loves to read.