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Melina “Mel” Merritt

Melina “Mel” Merritt

Mel serves as an Associate Wealth Advisor for the firm. She supports the financial planning team with insurance analysis, tax projections, college and retirement analysis, and other updates to client’s financial plans since she joined in 2019.

Mel also supports clients with various administrative tasks and problem solving to make client lives a little easier. Prior to joining the firm, Mel worked in the accounting field broadening her knowledge on current/ future tax laws and changes.

Mel’s credentials include:
  • Bachelor of Business Administration, Accounting & Financial Planning, University of the Incarnate Word.
  • Candidate for the Certified Financial Planner
  • Total Wealth Planning member of the Investment Policy Committee
  • Working towards earning her Series 65 Investment Advisor Representative
Originally from Austin, Mel currently resides in Union Township where she enjoys watching sports, playing tennis and sand volleyball, hiking and spending time with her fiancé, family, and friends.
 
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4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
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Managing Finances After Marriage and Children
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