Wealth Management Since 1971

MELISSA BARKLEY

MELISSA BARKLEY

Connect with me

MELISSA BARKLEY

CFP®

FINANCIAL PLANNER

Industry Experience: 18 years

  • Graduate cum laude, Tufts University – B.A., Economics
  • Graduate magna cum laude, Tufts University – B.A., History
  • Previous experience in wealth management with an international bank and leading regional bank
  • Experienced in working with high-net-worth clients, with a focus on financial planning needs
  • Member, Financial Planning Association
  • Native to Birmingham, Alabama and enjoys spending time with her four children

Talk with MELISSA BARKLEY